Remote Benefits Presentation Specialist

AO Garcia Agency; Lansing (MI); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess needs, present options, and nurture the relationship after the initial meeting. The role is fully remote, with emphasis on relationship-building and guidance rather than cold outreach.

You'll handle admin tasks like notes, scheduling, and keeping the CRM up to date, while leveraging the current tech stack to support clients and close opportunities through a structured process.

Responsibilities

• Assess client needs and present suitable options.
• Nurture client relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess needs, present options, and nurture the relationship after the initial meeting. The role is fully remote, with emphasis on relationship-building and guidance rather than cold outreach.

You'll handle admin tasks like notes, scheduling, and keeping the CRM up to date, while leveraging the current tech stack to support clients and close opportunities through a structured process.