Remote Benefits Intake Consultant — Virtual, Training & Growth

AO Garcia Agency; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant to assess needs, present options, and nurture the relationship after the first meeting. This remote position emphasizes communication and CRM hygiene, with no cold calling.

You will join a fully remote team, participate in Zoom interviews, and receive comprehensive training, with opportunities for advancement based on performance and results.

Qualifications

• Must be comfortable speaking with clients in virtual meetings.
• Strong self-discipline for remote work and CRM hygiene.
• Ability to learn options and teach them clearly.

Responsibilities

• Assess client needs and recommend options
• Maintain relationships after first meeting
• Keep notes, appointments, and CRM clean
• Participate in Zoom interviews

Skills

Driven

Trainable

Dependable

Comfortable on camera

Job description

AO Garcia Agency is seeking a virtual consultant to assess needs, present options, and nurture the relationship after the first meeting. This remote position emphasizes communication and CRM hygiene, with no cold calling.

You will join a fully remote team, participate in Zoom interviews, and receive comprehensive training, with opportunities for advancement based on performance and results.