Remote Benefits Solutions Consultant

Aogarciaagency; Pawtucket (RI); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. This remote role emphasizes consultative sales and customer success in a modern digital environment.

You will handle admin tasks such as notes, appointments, and CRM hygiene to ensure clean client records and smooth follow-ups. A willingness to learn and adapt is highly valued.

Qualifications

• Ability to build rapport with clients.
• Strong organizational and CRM hygiene.

Responsibilities

• You assess client needs and present options.
• You stay in relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

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.