Remote Benefits Team Leader in Training

AO Garcia Agency; Oregon; Hybrid; USD 34,000 - 69,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess needs, present options, and nurture the client relationship after the initial meeting. The role includes administering notes, scheduling, and CRM hygiene, all while working from home and engaging clients via camera.

Ideal candidates are driven, trainable, dependable, comfortable with competition, and able to manage virtual interactions with professionalism and initiative.

Qualifications

• Role requires ability to work effectively in a virtual environment.
• Strong communication and CRM hygiene are essential.

Responsibilities

• Assess client needs and teach options after initial meeting.
• Maintain relationship with clients after the first meeting; follow-up and nurture.

Skills

Driven

Trainable

Dependable

Competitive

Camera comfort

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.