Remote Benefits Guidance Specialist

AO Garcia Agency; Palm Bay (FL); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and stay engaged after the initial meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with interviews on Zoom.

The position emphasizes a drive to learn, trainability, dependability, and comfort with camera work in a remote setting. Training is provided, and the work-from-home arrangement is supported by current tech tools.

Qualifications

• Experience in virtual consulting is a plus but not required.
• Must be comfortable presenting options and communicating clearly.
• Able to manage notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and present suitable options.
• Educate prospects on available solutions and next steps.
• Maintain client relationship after the first meeting and keep CRM up to date.

Skills

Needs assessment

Client communication

CRM hygiene

Camera-friendly / Zoom

Tools

CRM software

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.