Remote Benefits Consultant | Virtual Advisor & Client Relationships

AO Garcia Agency; Oregon; Hybrid; USD 28.000 - 55.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. You will manage admin tasks including notes, appointments, and CRM hygiene from a remote setting.

The role emphasizes a qualified-interest pipeline, ongoing training, and advancement based on performance, with access to current tech stack and a work-from-home setup.

Qualifikationen

• Experience with virtual consulting and CRM hygiene is a plus.
• Ability to assess needs and present options remotely.

Aufgaben

• Assess client needs, teach options, and maintain relationship after initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Jobbeschreibung

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. You will manage admin tasks including notes, appointments, and CRM hygiene from a remote setting.

The role emphasizes a qualified-interest pipeline, ongoing training, and advancement based on performance, with access to current tech stack and a work-from-home setup.