Remote Benefits Enrollment Advisor

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 85,000; Full time

Benefits offered by this job

Work from home

Remote role

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. This is a remote role based in the United States.

You'll handle admin tasks like notes, appointments, and CRM hygiene, and you'll benefit from training and a performance-based advancement path.

Qualifications

• Strong communication and relationship-building skills.
• Ability to manage client interactions and expectations.

Responsibilities

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

Skills

Communication

Relationship management

Tools

CRM software

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• - No cold calling
• - Qualified-interest pipeline
• - Performance-based advancement
• - Full training
• - Current tech stack
• - Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.