Remote Benefits Consultant — Virtual Household Planner

AO Garcia Agency; Farmington (NM); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and stays engaged after the first meeting. The role includes administrative duties like notes, appointments, and CRM hygiene, with the comfort of working from home.

Ideal candidates are driven, trainable, dependable, competitive, and camera-ready for virtual meetings. The position offers full training and a path for advancement in a remote, performance-driven environment.

Qualifications

• Virtual consultant who can assess needs, teach options, and guide a client across the decision process.
• Maintains the relationship after the first meeting to support success.
• Strong administrative discipline for notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and present options in a clear, consultative manner.
• Nurture relationships after the initial meeting.
• Handle administrative tasks: notes, scheduling, and keeping the CRM up to date.

Skills

Driven

Trainable

Dependable

Competitive

Camera-ready

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and stays engaged after the first meeting. The role includes administrative duties like notes, appointments, and CRM hygiene, with the comfort of working from home.

Ideal candidates are driven, trainable, dependable, competitive, and camera-ready for virtual meetings. The position offers full training and a path for advancement in a remote, performance-driven environment.