Remote Benefits Consultant | Virtual Advisor with Training

Aogarciaagency; Gilbert (AZ); Remote; USD 60,000 - 80,000; 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

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene, enabling a smooth client journey from first contact through ongoing support.

The position offers full training, a current tech stack, and remote work from home in the United States; successful candidates are driven, trainable, dependable, and comfortable on camera.

Qualifications

• Excellent communication and relationship-building skills.
• Ability to assess needs and present options clearly.
• Strong administrative discipline for notes, scheduling and CRM hygiene.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene, enabling a smooth client journey from first contact through ongoing support.

The position offers full training, a current tech stack, and remote work from home in the United States; successful candidates are driven, trainable, dependable, and comfortable on camera.