Remote Benefits Representative

AO Garcia Agency; Horace (ND); À distance; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting.

The role includes administrative tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, all from a work-from-home setup. You will operate with a current tech stack and have opportunities for advancement based on performance.

Qualifications

• Experience in virtual consultation and needs assessment.
• Ability to manage notes, appointments, and CRM hygiene.

Responsabilités

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks including notes, scheduling, and CRM hygiene.

Connaissances

CRM hygiene

Note-taking

Appointment setting

Virtual consultation

Outils

CRM software

Description du poste

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.