Remote Benefits Intake Associate

AO Globe Life; New Haven (CT); Remoto; USD 50.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Full training

Work from home

No cold calling

Descrizione del lavoro

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes admin tasks such as notes, appointments, and CRM hygiene. Training is provided, and interviews are conducted via Zoom.

The position offers a remote work setup with no cold calling, and a path for advancement through performance-based progressions. Current tech stack is in use, with emphasis on maintaining CRM hygiene.

Competenze

• Experience in virtual consulting is a plus.
• Ability to assess client needs and present options clearly.
• Ability to maintain client relationships after initial meeting.

Mansioni

• Assess client needs and present options.
• Teach clients about available solutions.
• Maintain relationships after the first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.
• Participate in Zoom interviews.

Conoscenze

CRM proficiency

Administrative skills

Communication skills

Strumenti

Zoom

Descrizione del lavoro

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.