Remote Benefits Intake Associate

AO Globe Life; Fort Mill (SC); A distancia; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descripción de la vacante

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with training provided and a path for advancement.

This position emphasizes a proactive, trainable, and dependable mindset, with the ability to perform on camera in Zoom interviews while leveraging the current tech stack and a qualified-interest pipeline.

Responsabilidades

• Assess client needs and tailor options to fit their situation.
• Nurture ongoing relationships after the initial meeting.
• Handle admin tasks: take notes, schedule appointments, maintain CRM hygiene.
• Collaborate via Zoom or video conference to close next steps.

Descripción del empleo

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.