Remote Benefits Solutions Specialist | Virtual Advisor

Aogarciaagency; Stamford (CT); Remote; USD 65,000 - 95,000; 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

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and manage relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene.

You'll work from home with full training, a qualified-interest pipeline, and opportunities for advancement based on performance. Interviews are conducted via Zoom.

Responsibilities

• Assess client needs and present options.
• Maintain relationships after the first meeting and ensure CRM hygiene.

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and manage relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene.

You'll work from home with full training, a qualified-interest pipeline, and opportunities for advancement based on performance. Interviews are conducted via Zoom.