Remote Benefits Intake Consultant — Training & Growth

AO Garcia Agency; New Haven (CT); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

CRM proficiency

Administrative skills

Communication skills

Tools

Zoom

Job description

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.