Remote Benefits Solutions Consultant

AO Garcia Agency; Pueblo (CO); Remote; USD 52,000 - 65,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Garcia Agency in Colorado is seeking a virtual consultant to assess client needs, present compelling options, and guide decisions after the initial meeting. The role emphasizes relationship-building and ongoing support.

Beyond advisory work, you will handle essential admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene. The position offers full training, a remote setup, and Zoom interviews as part of the process.

Responsibilities

• Assess needs and present options to clients.
• Stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Tools

CRM software

Job description

AO Garcia Agency in Colorado is seeking a virtual consultant to assess client needs, present compelling options, and guide decisions after the initial meeting. The role emphasizes relationship-building and ongoing support.

Beyond advisory work, you will handle essential admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene. The position offers full training, a remote setup, and Zoom interviews as part of the process.