Remote Benefits Education Consultant

AO Garcia Agency; Cedar Falls (IA); Remote; USD 55,000 - 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 who assesses client needs, explains options, and maintains the relationship after the initial meeting. The role blends client advisory work with essential admin tasks like notes, scheduling, and keeping CRM hygiene up to date.

The position offers full training and a clear path for advancement based on performance, with a current tech stack in place and the flexibility of remote work.

Qualifications

• Must have strong communication skills.
• Comfortable with camera and presenting options.
• Able to manage notes, appointments, CRM hygiene.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the initial meeting. The role blends client advisory work with essential admin tasks like notes, scheduling, and keeping CRM hygiene up to date.

The position offers full training and a clear path for advancement based on performance, with a current tech stack in place and the flexibility of remote work.