Remote Client Benefits Advisor

AO Garcia Agency; Oregon; Ibrido; USD 50.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descrizione del lavoro

AO Garcia Agency is seeking a virtual consultant who assesses client needs, educates options, and maintains relationships after the initial meeting.

Administrative duties include notes, appointments, and CRM hygiene. The role is remote, with training, a current tech stack, a qualified-interest pipeline, and opportunities for advancement as you grow.

Competenze

• Ability to assess client needs and teach options.
• Maintain notes, schedule appointments, and keep CRM clean.
• Strong communication with clients and team.

Mansioni

• Assess client needs and educate options.
• Maintain relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Conoscenze

Needs assessment

CRM hygiene

Relationship management

Communication

Strumenti

CRM software

Descrizione del lavoro

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.