Remote Benefits Guidance Specialist

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

No cold calling

Full training

Current tech stack

Qualified-interest pipeline

Job summary

A Virtual consultant position with AO Garcia Agency focuses on understanding client needs, teaching options, and maintaining the relationship after the first meeting.

Administrative tasks include notes, appointment scheduling, and CRM hygiene, all supported by current tech stack. The role features work-from-home flexibility and a clear path for advancement based on performance.

Qualifications

• Must be driven and trainable with strong reliability.
• Comfortable on camera for client meetings.
• Strong communication and relationship-building skills.

Responsibilities

• Assess client needs and present options after meetings.
• Maintain relationship after first meeting; handle notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

CRM experience

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.