Remote Benefits Intake Associate

AO Garcia Agency; Goffstown (NH); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

No cold calling

Qualified leads

Advancement based on performance

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene.

The position emphasizes training and ongoing development, with a current tech stack and a path for advancement based on performance. Remote work and a strong customer-focus are central to this opportunity.

Qualifications

• Experience in advisory or sales roles preferred.

Responsibilities

• Assess needs and teach options during the consult.
• Nurture the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfortable

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.