Remote Benefits Solutions Consultant

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Performance-based advancement

Qualified-interest pipeline

No cold calling

Job summary

AO Garcia Agency seeks a virtual consultant who can assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative tasks such as notes, scheduling, and CRM hygiene, with training provided.

The position offers a work-from-home setup, a performance-based advancement path, and a modern tech stack to support client engagements from anywhere in the United States, including Oregon.

Qualifications

• Assess client needs and present viable options to address them.
• Maintain ongoing relationships after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and educate options during virtual consultations.
• Nurture client relationships after initial meeting and ensure follow-ups.

Skills

Needs assessment

Relationship building

Communication

Camera comfort

Tools

CRM software

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.