Remote Benefits Guidance Specialist

Aogarciaagency; Hyattsville (MD); Remote; USD 55,000 - 75,000; 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

Aogarciaagency is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting.

This role includes administrative tasks such as notes, appointments, and CRM hygiene, with the flexibility of working from home. Zoom interviews are used for the process, and full training plus a path for advancement are provided.

Qualifications

• Virtual consultant responsibilities: assess needs, teach options, maintain relationship after first meeting.
• Administrative duties: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present options during virtual consultations.
• Maintain relationships after the initial meeting and ensure follow-up.

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.