Remote Client Benefits Advisor

Aogarciaagency; Brookings (SD); Remote; USD 45,000 - 70,000; 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, teach options, and stay in the relationship after the first meeting. Admin tasks include notes, appointments, and CRM hygiene.

This role offers remote work from home with full training, access to the current tech stack, and a path for advancement through a qualified-interest pipeline.

Qualifications

• Ability to assess client needs and explain options.
• Comfortable presenting to clients via video.
• Able to manage CRM and scheduling tasks.

Responsibilities

• Assess client needs and teach options.
• Stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

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.