Remote Benefits Outreach Specialist

Aogarciaagency; Goodyear (AZ); Remote; USD 35,000 - 60,000; 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

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and stay engaged after the first meeting. The role combines relationship-building with essential admin duties such as notes, appointments, and CRM hygiene.

Work from home with a path for advancement based on performance, supported by the current tech stack and comprehensive training. The position emphasizes a strong pipeline and ongoing client engagement.

Qualifications

• Virtual consultant who assesses needs and aligns options.
• Ability to manage relationships after the first meeting.
• Admin tasks including notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and present options.
• Maintain relationship after initial meeting.
• Handle admin tasks and CRM hygiene.

Skills

Remote work

CRM management

Relationship building

Zoom interviews

Tools

CRM system

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and stay engaged after the first meeting. The role combines relationship-building with essential admin duties such as notes, appointments, and CRM hygiene.

Work from home with a path for advancement based on performance, supported by the current tech stack and comprehensive training. The position emphasizes a strong pipeline and ongoing client engagement.