Remote Benefits Specialist — Virtual Consultant (Full Training)

AO Garcia Agency; Nashua (NH); A distancia; USD 50.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

No cold calling

Qualified-interest pipeline

Full training

Work from home

Performance-based advancement

Descripción de la vacante

AO Garcia Agency seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. The role blends advisory work with relationship management and will involve Zoom interviews.

Administrative duties include notes, scheduling, and CRM hygiene, with full training provided and a path for performance-based advancement while working from home.

Formación

• CRM tools experience and accurate data entry.
• Comfortable communicating via video calls.

Responsabilidades

• Assess client needs, present options, and nurture the relationship after the first meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Conocimientos

Relationship-building

Trainable

Dependable

Camera-friendly

Video calls

Herramientas

CRM software

Zoom/Video conferencing

Descripción del empleo

AO Garcia Agency seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. The role blends advisory work with relationship management and will involve Zoom interviews.

Administrative duties include notes, scheduling, and CRM hygiene, with full training provided and a path for performance-based advancement while working from home.