Remote Benefits Enrollment Advisor: Guided Choices

AO Garcia Agency; Laurel (MT); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Full training

Remote work

Qualified-interest pipeline

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. This role involves handling administrative tasks such as notes, appointments, and CRM hygiene, all from a remote setting.

Benefits include work from home, full training, and a pipeline featuring qualified-interest leads, with opportunities for growth based on performance.

Responsibilities

• Assess client needs and present options to clients.
• Maintain relationship after first meeting.
• Manage admin tasks: notes, appointments, and CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. This role involves handling administrative tasks such as notes, appointments, and CRM hygiene, all from a remote setting.

Benefits include work from home, full training, and a pipeline featuring qualified-interest leads, with opportunities for growth based on performance.