Remote Benefits Consultant — Virtual Advisor with Growth

AO Garcia Agency; Elizabethtown (KY); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

AO Garcia Agency invites you to join as a virtual consultant, identifying client needs, explaining options, and maintaining the relationship after the initial meeting.

Admin tasks are part of the role: taking notes, scheduling appointments, and keeping CRM hygiene up to date. No cold calling and a clear path for advancement and training are offered.

Interviews are conducted on Zoom, and you’ll work from home with current tech stack and a supportive team environment.

Qualifications

• Assess client needs and present options.
• Maintain CRM hygiene and accurate notes.
• Build and sustain client relationships after first meeting.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Skills

Virtual consulting

CRM hygiene

Relationship management

Job description

AO Garcia Agency invites you to join as a virtual consultant, identifying client needs, explaining options, and maintaining the relationship after the initial meeting.

Admin tasks are part of the role: taking notes, scheduling appointments, and keeping CRM hygiene up to date. No cold calling and a clear path for advancement and training are offered.

Interviews are conducted on Zoom, and you’ll work from home with current tech stack and a supportive team environment.