Remote Benefits Intake Specialist

Aogarciaagency; United States; Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Full training

Remote work

No cold calling

Qualified-interest pipeline

Performance-based advancement

Current tech stack

Job summary

Aogarciaagency is seeking a virtual consultant who assesses client needs, educates on options, and maintains the relationship after the first meeting. The role includes admin duties such as notes, appointments, and CRM hygiene, with training provided and no cold calling required.

This position emphasizes relationship-building, adaptability, and comfort with a camera while working from home and staying connected with clients throughout the engagement.

Qualifications

• Experience using CRM systems to track interactions.
• Comfort communicating options and next steps to clients.
• Ability to stay organized and manage multiple conversations remotely.

Responsibilities

• Assess client needs and present suitable options.
• Teach clients about available solutions and next steps.
• Maintain relationships after the initial meeting and ensure follow-up.

Skills

Needs assessment

Relationship building

CRM hygiene

Remote work

Tools

CRM

Job description

Aogarciaagency is seeking a virtual consultant who assesses client needs, educates on options, and maintains the relationship after the first meeting. The role includes admin duties such as notes, appointments, and CRM hygiene, with training provided and no cold calling required.

This position emphasizes relationship-building, adaptability, and comfort with a camera while working from home and staying connected with clients throughout the engagement.