Remote Client Benefits Advisor

AO Garcia Agency; Springfield (OH); Remote; USD 50.000 - 75.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes admin tasks like notes, appointments, and CRM hygiene, with no cold calling and a clear training path.

A qualified pipeline and current tech stack support remote work from home. The position emphasizes being driven, trainable, and dependable, with comfort in a competitive environment and camera presence.

Qualifikationen

• Ability to conduct virtual consultations and assess client needs.
• Maintain CRM hygiene, log notes, and manage appointments.

Aufgaben

• Conduct virtual consultations to assess client needs and present options.
• Build and maintain client relationships after the initial meeting.
• Keep CRM notes, schedule follow-ups, and ensure data hygiene.

Kenntnisse

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Jobbeschreibung

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.