Remote Benefits Consultant — Virtual Advisor

AO Garcia Agency; Vestavia Hills (AL); Remote; USD 45,000 - 65,000; 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 who can assess client needs, teach options, and stay in the relationship after the first meeting. You’ll guide prospects, tailor solutions, and document insights to drive outcomes while maintaining strong client trust.

Administrative duties are part of the role—notes, appointments, CRM hygiene—along with onboarding and product training. This position offers a home-based setup, a pipeline that emphasizes qualified interests, and a clear path for

Qualifications

• Admin tasks include notes, appointments, CRM hygiene.
• Ability to assess needs and teach options.
• Maintain relationships after the first meeting.

Responsibilities

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

Skills

Admin tasks

Relationship building

Remote work

Tools

CRM

Job description

AO Garcia Agency is seeking a virtual consultant who can assess client needs, teach options, and stay in the relationship after the first meeting. You’ll guide prospects, tailor solutions, and document insights to drive outcomes while maintaining strong client trust.

Administrative duties are part of the role—notes, appointments, CRM hygiene—along with onboarding and product training. This position offers a home-based setup, a pipeline that emphasizes qualified interests, and a clear path for