Remote Benefits Guidance Specialist

Aogarciaagency; Mount Carmel Township (PA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency is hiring a virtual consultant. The role focuses on assessing needs, teaching options, and maintaining client relationships after the first meeting.

Administrativa duties include notes, appointment scheduling, and CRM hygiene. The position emphasizes a training path and a current tech stack, with a performance-based advancement model and the option to work from home.

Qualifications

• Must be able to learn options and teach them to clients.
• Excellent communication and relationship-building skills.
• Proactive in maintaining CRM hygiene and admin tasks.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Comfortable competing

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.