Remote Benefits Outreach Consultant

AO Garcia Agency; Evanston (IL); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess needs, present options, and maintain client relationships after the first meeting. The role includes administrative duties such as notes, appointments, and keeping the CRM clean, with the flexibility to work from home.

The position emphasizes a supportive training environment, a structured pipeline of qualified leads, and ongoing advancement based on performance, leveraging the current tech stack to manage client engagements remotely.

Qualifications

• Experience in virtual consulting or client advisory.
• Ability to work from home.
• Strong communication and relationship-building skills.
• Comfortable presenting options and teaching clients.

Responsibilities

• Assess client needs and present suitable options.
• Nurture relationships after initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Job description

AO Garcia Agency is seeking a virtual consultant to assess needs, present options, and maintain client relationships after the first meeting. The role includes administrative duties such as notes, appointments, and keeping the CRM clean, with the flexibility to work from home.

The position emphasizes a supportive training environment, a structured pipeline of qualified leads, and ongoing advancement based on performance, leveraging the current tech stack to manage client engagements remotely.