Remote Benefits Consultant — Virtual Advisor & Growth Advocate

AO Garcia Agency; Horace (ND); Remote; USD 45,000 - 75,000; 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, present options, and nurture the relationship after the initial meeting.

The role includes administrative tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, all from a work-from-home setup. You will operate with a current tech stack and have opportunities for advancement based on performance.

Qualifications

• Experience in virtual consultation and needs assessment.
• Ability to manage notes, appointments, and CRM hygiene.

Responsibilities

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

Skills

CRM hygiene

Note-taking

Appointment setting

Virtual consultation

Tools

CRM software

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting.

The role includes administrative tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, all from a work-from-home setup. You will operate with a current tech stack and have opportunities for advancement based on performance.