Remote Benefits Intake Consultant

AO Garcia Agency; Lakeville (MN); Remote; USD 45,000 - 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

AO Garcia Agency is seeking a self-driven virtual consultant to assess client needs, present options, and nurture the relationship beyond the first meeting. This role emphasizes relationship-building in a remote setup with ongoing training and support.

You will handle admin tasks such as notes, scheduling, and CRM hygiene while benefiting from a qualified-interest pipeline and performance-based advancement in a fully remote environment.

Responsibilities

• 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.

Job description

AO Garcia Agency is seeking a self-driven virtual consultant to assess client needs, present options, and nurture the relationship beyond the first meeting. This role emphasizes relationship-building in a remote setup with ongoing training and support.

You will handle admin tasks such as notes, scheduling, and CRM hygiene while benefiting from a qualified-interest pipeline and performance-based advancement in a fully remote environment.