Remote Benefits Solutions Consultant

AO Garcia Agency; Albany (GA); Remote; USD 34,000 - 69,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

AO Garcia Agency is seeking a remote virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You’ll be responsible for guiding prospects, documenting outcomes, and moving opportunities through the pipeline.

Admin duties include notes, appointments, CRM hygiene, and maintaining organized records. Expect comprehensive training, a current tech stack, and Zoom-based interviews from your home office.

Responsibilities

• Assess client needs, present options, and stay in the relationship after the first meeting.
• Admin duties: notes, appointments, CRM hygiene, and accurate record-keeping.
• Interviews conducted on Zoom from a home-based setup.

Job description

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.