Remote Benefits Guidance Specialist

Aogarciaagency; Oakland (CA); Remote; USD 60,000 - 90,000; 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 to assess client needs, teach options, and maintain ongoing relationships after the first meeting.

The role includes administrative duties such as notes, appointments, and CRM hygiene, with the position being remote and offering full training and a qualified-interest pipeline.

Qualifications

• Ability to work from home with self-discipline.
• Strong interpersonal skills for needs assessment and option teaching.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

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.