Remote Client Benefits Advisor — Full Training

AO Garcia Agency; United States; Remote; USD 55,000 - 85,000; 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 is seeking a Virtual consultant who will assess client needs, present options, and maintain relationships after the initial meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene, while benefiting from current tech stack and a work-from-home setup.

The role emphasizes proactive engagement, a structured pipeline, and ongoing training to adapt to client requirements in a remote environment.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a Virtual consultant who will assess client needs, present options, and maintain relationships after the initial meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene, while benefiting from current tech stack and a work-from-home setup.

The role emphasizes proactive engagement, a structured pipeline, and ongoing training to adapt to client requirements in a remote environment.