Remote Benefits Education Consultant – Full Training

AO Garcia Agency; Laurel (MT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and sustain the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with interviews conducted on Zoom and a focus on ongoing relationship management.

You will join a team with a qualified-interest pipeline, full training, and current tech stack, enabling remote work from home and performance-based advancement.

Responsibilities

• Assess client needs and present options.
• Maintain relationships after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and sustain the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with interviews conducted on Zoom and a focus on ongoing relationship management.

You will join a team with a qualified-interest pipeline, full training, and current tech stack, enabling remote work from home and performance-based advancement.