Remote Benefits Navigator — Learn, Advise, Grow

AO Garcia Agency; Muncie (IN); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide prospects through the decision process from the comfort of your home. You will leverage modern communication tools to understand client goals and tailor recommendations that align with their needs.

You will handle admin tasks like taking notes, scheduling appointments, and maintaining CRM hygiene, while staying engaged with clients after the first meeting to nurture the relationship.

Responsibilities

• Assess client needs and teach options to guide decision making.
• Maintain relationships with clients after the first meeting.
• Handle admin tasks including notes, appointments, and CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide prospects through the decision process from the comfort of your home. You will leverage modern communication tools to understand client goals and tailor recommendations that align with their needs.

You will handle admin tasks like taking notes, scheduling appointments, and maintaining CRM hygiene, while staying engaged with clients after the first meeting to nurture the relationship.