Remote Benefits Enrollment Consultant

AO Garcia Agency; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a virtual consultant who analyzes client needs, educates prospects on available options, and stays engaged with the relationship after the first meeting. You will build trust, tailor solutions, and guide clients toward decisions while coordinating with teammates to ensure a smooth handoff.

The role also includes essential admin tasks such as taking detailed notes, scheduling appointments, maintaining CRM hygiene, documenting interactions, and following up on

Qualifications

• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and present options to prospects.
• Maintain relationship after the first meeting.
• Handle admin tasks like notes, scheduling, and CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant who analyzes client needs, educates prospects on available options, and stays engaged with the relationship after the first meeting. You will build trust, tailor solutions, and guide clients toward decisions while coordinating with teammates to ensure a smooth handoff.

The role also includes essential admin tasks such as taking detailed notes, scheduling appointments, maintaining CRM hygiene, documenting interactions, and following up on