Remote Benefits Outreach Consultant

AO Garcia Agency; Greenville (MS); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Current tech stack

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes administrative duties such as notes, scheduling, and maintaining CRM hygiene. All interviews are conducted via Zoom, and the position supports work from home.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with the ability to manage a remote workload and stay proactive in client follow-up.

Qualifications

• Role requires assessing client needs and presenting options.
• Ability to maintain client relationships after the initial meeting.
• Comfort with cameras during virtual interactions.

Responsibilities

• Assess client needs and present suitable options.
• Maintain ongoing client relationship after first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Skills

Relationship management

Clear communication

Interviewing via Zoom

Tools

CRM software

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes administrative duties such as notes, scheduling, and maintaining CRM hygiene. All interviews are conducted via Zoom, and the position supports work from home.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with the ability to manage a remote workload and stay proactive in client follow-up.