Remote Benefits Team Leader in Training

AO Garcia Agency; Madison (WI); Remote; USD 42,000 - 72,000; 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

AO Garcia Agency is seeking a virtual consultant who can assess client needs, explain options clearly, and maintain ongoing relationships after the first meeting.

This role includes administrative duties such as notes, scheduling, and CRM hygiene, with no cold calling and access to the current tech stack; you will work from home and advance based on performance.

Qualifications

• Ability to work remotely and manage CRM hygiene.
• Strong communication and relationship-building skills.

Responsibilities

• Assess client needs and teach options during virtual meetings.
• Stay in the relationship after the first meeting to ensure ongoing engagement.
• Handle administrative tasks including notes, scheduling, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

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.