Remote Benefits Intake Associate — Virtual Consultant & CRM Pro

Aogarciaagency; Central (LA); Remote; USD 55,000 - 75,000; 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

Aogarciaagency is seeking a motivated virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting.

The role includes administrative tasks such as notes, appointment setting, and CRM hygiene, with interviews conducted on Zoom and training provided. This is a remote position in the United States, offering opportunities for advancement based on performance and a modern tech stack.

Qualifications

• Interviews on Zoom.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

Aogarciaagency is seeking a motivated virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting.

The role includes administrative tasks such as notes, appointment setting, and CRM hygiene, with interviews conducted on Zoom and training provided. This is a remote position in the United States, offering opportunities for advancement based on performance and a modern tech stack.