Remote Benefits Planning Consultant | Virtual Advisor

AO Garcia Agency; East Orange (NJ); Remote; USD 35,000 - 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 seeks a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. This remote position supports the full process from discovery to ongoing client care.

Admin duties include notes, appointments, and CRM hygiene, with full training provided and potential for advancement. Candidates should be comfortable with video tools and a home-based setup.

Qualifications

• Driven
• Trainable
• Dependable

Responsibilities

• Assess client needs and present options
• Stay engaged with clients after the first meeting
• Handle admin tasks: notes, appointments, CRM hygiene

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. This remote position supports the full process from discovery to ongoing client care.

Admin duties include notes, appointments, and CRM hygiene, with full training provided and potential for advancement. Candidates should be comfortable with video tools and a home-based setup.