Remote Benefits Sales Consultant

Aogarciaagency; Cleveland (OH); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Work from home

Full training

Current tech stack

Job summary

Aogarciaagency is seeking a virtual consultant who assesses client needs, explains available options, and stays engaged with clients after the initial meeting. The role includes accessible training and the use of the current tech stack while working remotely.

The position emphasizes strong administrative capabilities, including note-taking, scheduling, and keeping CRM data clean, with full training provided and a work-from-home setup.

Qualifications

• Admin tasks such as notes, appointments, and CRM hygiene.

Responsibilities

• Assess needs, teach options, and maintain the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM experience

Admin tasks

Camera comfort

Relationship management

Job description

Aogarciaagency is seeking a virtual consultant who assesses client needs, explains available options, and stays engaged with clients after the initial meeting. The role includes accessible training and the use of the current tech stack while working remotely.

The position emphasizes strong administrative capabilities, including note-taking, scheduling, and keeping CRM data clean, with full training provided and a work-from-home setup.