Remote Benefits Guidance Specialist

AO Garcia Agency; Bartlett (TN); Remote; USD 50,000 - 80,000; 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 invites a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You will guide clients, document conversations, and stay engaged as a trusted advisor.

The role includes admin duties like taking notes, scheduling, and CRM hygiene, with Zoom interviews and full training provided. Work from home with clear advancement potential.

Qualifications

• Drive to succeed in a virtual environment
• Willingness to learn and adapt
• Ability to manage client interactions professionally

Responsibilities

• Assess client needs and present options, nurturing the relationship after the first meeting
• Handle admin tasks: notes, appointments, CRM hygiene

Skills

Driven

Trainable

Dependable

Camera-friendly

Tools

CRM

Zoom

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.

Interviews on Zoom.