Remote Benefits Consultant – Virtual Advisor & Growth

AO Garcia Agency; Cumberland (MD); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide the relationship through the first meeting and beyond.

You will handle admin tasks like notes, appointments, and CRM hygiene while working from home with full training and no cold calling as part of the seat. Ideal candidates are driven, trainable, and dependable, comfortable with camera work, and able to manage a virtual portfolio from Maryland.

Responsibilities

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

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide the relationship through the first meeting and beyond.

You will handle admin tasks like notes, appointments, and CRM hygiene while working from home with full training and no cold calling as part of the seat. Ideal candidates are driven, trainable, and dependable, comfortable with camera work, and able to manage a virtual portfolio from Maryland.