Remote Benefits Navigator - Virtual Consultant & Growth

AO Garcia Agency; East Honolulu (HI); Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Qualified-interest pipeline

Performance-based advancement

Current tech stack

Job summary

AO Garcia Agency seeks a virtual consultant who can assess client needs, present options, and stay engaged in the relationship after the first meeting.

The role includes admin tasks such as notes, appointments, and CRM hygiene, plus full training and a modern tech stack. You can work from home and advance based on performance.

Ideal traits are driven, trainable, dependable, comfortable facing a camera, and ready to compete in a fast-paced environment.

Qualifications

• No cold calling or door-to-door prospecting.
• Qualified-interest pipeline is provided.
• Role includes admin tasks: notes, appointments, CRM hygiene.
• Full training is provided.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Relationship building

Trainability

Dependability

Comfortable with camera

Competitive mindset

Job description

AO Garcia Agency seeks a virtual consultant who can assess client needs, present options, and stay engaged in the relationship after the first meeting.

The role includes admin tasks such as notes, appointments, and CRM hygiene, plus full training and a modern tech stack. You can work from home and advance based on performance.

Ideal traits are driven, trainable, dependable, comfortable facing a camera, and ready to compete in a fast-paced environment.