Remote Benefits Outreach Specialist

AO Garcia Agency; Harrisonburg (VA); Remote; USD 50,000 - 70,000; 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 client needs, present options, and maintain the relationship after the initial meeting. This role emphasizes effective communication and ongoing client engagement from a remote setting.

In addition to direct client interactions, the position covers administrative duties such as notes, appointment scheduling, and CRM hygiene, all while working from home.

Responsibilities

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

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. This role emphasizes effective communication and ongoing client engagement from a remote setting.

In addition to direct client interactions, the position covers administrative duties such as notes, appointment scheduling, and CRM hygiene, all while working from home.