Remote Benefits Intake Associate

AO Garcia Agency; Oregon; Hybrid; USD 48,000 - 64,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant in the United States to assess client needs, present options, and maintain relationships after the first meeting. You will handle notes, appointments, and CRM hygiene with full training and a clear path for progression.

The role supports remote work with the current tech stack and modern tools, offering work-from-home arrangements and opportunities for advancement in a driven, camera-ready environment.

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.