Remote Benefits Solutions Consultant

AO Garcia Agency; Oregon; Hybrid; USD 40,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, teach options, and nurture relationships after the initial meeting. You will handle administrative tasks, maintain CRM hygiene, and schedule follow-ups from a home-based setup.

This role emphasizes strong communication, reliable internet, and comfort with video tools. Training is provided and the position supports remote work from the United States.

Qualifications

• Experience in virtual consulting or sales is a plus.
• Strong communication and listening skills.
• Comfortable working from home with reliable internet.

Responsibilities

• Assess client needs during the initial meeting.
• Present options and guide client decisions.
• Maintain relationships after first meeting and ensure follow-up.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Skills

Needs assessment

Consultative selling

CRM management

Appointment setting

Relationship building

Tools

CRM software

Video conferencing

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, teach options, and nurture relationships after the initial meeting. You will handle administrative tasks, maintain CRM hygiene, and schedule follow-ups from a home-based setup.

This role emphasizes strong communication, reliable internet, and comfort with video tools. Training is provided and the position supports remote work from the United States.