Remote Client Benefits Advisor

Aogarciaagency; Sandy Springs (GA); Remote; USD 45,000 - 75,000; 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 needs, present options, and nurture the relationship after the first meeting. The role emphasizes remote work, strong communication, and a customer-first mindset.

In addition to core consultative duties, you will handle admin tasks such as notes, appointments, and CRM hygiene, with full training and a performance-based advancement path.

Qualifications

• Experience in a virtual consultant or client-facing role.
• Ability to assess client needs and present options clearly.
• Maintain relationship after the initial meeting and follow up.

Responsibilities

• Perform admin tasks: notes, appointments, CRM hygiene.
• Support the sales process with qualified-interest pipeline and full training.

Skills

Driven

Trainable

Dependable

Camera comfort

Competitive mindset

Tools

CRM

Job description

Aogarciaagency is seeking a virtual consultant to assess needs, present options, and nurture the relationship after the first meeting. The role emphasizes remote work, strong communication, and a customer-first mindset.

In addition to core consultative duties, you will handle admin tasks such as notes, appointments, and CRM hygiene, with full training and a performance-based advancement path.