Remote Benefits Solutions Consultant

AO Garcia Agency; Bennington (VT); Remote; USD 40,000 - 70,000; 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 ongoing relationships after the first meeting. The role emphasizes relationship-building, clear communication, and follow-through, supported by regular Zoom interviews.

As part of the position, administrative duties like taking notes, scheduling appointments, and CRM hygiene are required. Training is provided, and the work is fully remote with access to the current tech stack.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the first meeting. The role emphasizes relationship-building, clear communication, and follow-through, supported by regular Zoom interviews.

As part of the position, administrative duties like taking notes, scheduling appointments, and CRM hygiene are required. Training is provided, and the work is fully remote with access to the current tech stack.