Remote Benefits Representative

AO Garcia Agency; Kapolei (HI); A distancia; USD 34.000 - 55.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Work from home

Descripción de la vacante

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and guide decision-making while maintaining the relationship after the first meeting.

The role includes administrative duties such as notes, appointments, and CRM hygiene, with interviews on Zoom and training provided. A remote setup enables seamless collaboration and ongoing client engagement.

Formación

• Experience in virtual consulting or client relationship management.
• Proficient with CRM systems and calendar management.
• Strong communication and active listening skills.
• Able to work independently in a remote setup.

Responsabilidades

• Assess client needs and present suitable options.
• Teach clients about solutions and next steps.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Conocimientos

Driven

Trainable

Dependable

Competitive

Camera friendly

Descripción del empleo

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.

Interviews on Zoom.