Remote Benefits Consultant - Virtual Advisor

AO Garcia Agency; Springfield (OR); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting, guiding clients toward clear next steps and ensuring satisfaction. You will also handle essential admin tasks: notes, appointment scheduling, CRM hygiene, and data entry, with reliable follow-through and organization.

This role offers a structured onboarding, ongoing training, a qualified-interest pipeline, and a path for performance-based advancement

Qualifications

• No formal education requirements specified in the ad.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

On-camera comfort

Competitive

Tools

CRM

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting, guiding clients toward clear next steps and ensuring satisfaction. You will also handle essential admin tasks: notes, appointment scheduling, CRM hygiene, and data entry, with reliable follow-through and organization.

This role offers a structured onboarding, ongoing training, a qualified-interest pipeline, and a path for performance-based advancement