Remote Benefits Planning Consultant

AO Garcia Agency; Huron (SD); Teletrabalho; USD 50 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Resumo da oferta

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role emphasizes staying connected with clients post-initial contact and leveraging the current tech stack.

Admin duties include notes, appointments, and CRM hygiene, with full training provided and a qualified-interest pipeline. Interviews are conducted on Zoom, and the position supports remote work from home.

Responsabilidades

• Assess client needs and educate on options while maintaining relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Participate in Zoom interviews.

Descrição da oferta de emprego

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role emphasizes staying connected with clients post-initial contact and leveraging the current tech stack.

Admin duties include notes, appointments, and CRM hygiene, with full training provided and a qualified-interest pipeline. Interviews are conducted on Zoom, and the position supports remote work from home.