Remote Benefits Sales Consultant — Training & Growth

AO Garcia Agency; United States; Remote; USD 50,000 - 75,000; 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 is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. You will handle administrative tasks such as notes, appointments, and keeping the CRM clean while working from home.

The role emphasizes relationship-building, trainability, and consistent communication with clients in a remote setup. No travel is required, and the team values accountability and ongoing learning.

Qualifications

• Experience assessing client needs and proposing options.
• Ability to nurture client relationships after the initial meeting.
• Experience working remotely with CRM systems.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin duties include notes, appointments, and CRM hygiene.

Skills

Needs assessment

Relationship building

CRM hygiene

Remote work

Communication skills

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. You will handle administrative tasks such as notes, appointments, and keeping the CRM clean while working from home.

The role emphasizes relationship-building, trainability, and consistent communication with clients in a remote setup. No travel is required, and the team values accountability and ongoing learning.