Remote Benefits Solutions Advisor (Full Training)

AO Garcia Agency; Norfolk (VA); Remote; USD 60,000 - 90,000; 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, teach options, and maintain ongoing relationships after the initial meeting. The role includes administrative duties such as notes, appointment scheduling, and CRM hygiene, with a remote, work-from-home setup.

The ideal candidate is driven, trainable, dependable, and comfortable with competitive environments and camera use. Training is provided and career advancement is performance-based.

Qualifications

• Ability to assess client needs and explain options clearly.
• Comfort with presenting via video and maintaining client relationships after initial meeting.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Tools

CRM

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and maintain ongoing relationships after the initial meeting. The role includes administrative duties such as notes, appointment scheduling, and CRM hygiene, with a remote, work-from-home setup.

The ideal candidate is driven, trainable, dependable, and comfortable with competitive environments and camera use. Training is provided and career advancement is performance-based.