Remote Client Benefits Advisor

AO Garcia Agency; Unalaska (AK); Remote; USD 60,000 - 90,000; 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

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties like notes, appointments, and CRM hygiene, with full training provided.

This remote position emphasizes reliability, trainability, and comfort with cameras as you manage ongoing client engagement from home.

Qualifications

• Assess needs and present options to clients.
• Maintain CRM hygiene and administrative tasks.

Responsibilities

• Assess client needs and present options to clients.
• Stay in relationship after the first meeting and follow up with prospects.

Skills

Driven

Trainable

Dependable

Camera presence

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.