Remote Client Benefits Advisor - Training & Growth

Aogarciaagency; Fort Worth (TX); 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 who will assess client needs, present viable options, and maintain relationships after the first meeting. The role includes admin duties such as note taking, scheduling, and CRM hygiene, with training provided and a fully remote setup.

Ideal candidates are driven, trainable, dependable, competitive, and comfortable appearing on camera as they engage with prospects in a virtual environment.

Qualifications

• Driven, trainable and dependable traits are valued.
• Comfort with being on camera and competing.
• Willingness to learn and adapt to a virtual consultative role.

Responsibilities

• Assess client needs and present options.
• Nurture client relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfortable

Competitive

Job description

Aogarciaagency is seeking a Virtual Consultant who will assess client needs, present viable options, and maintain relationships after the first meeting. The role includes admin duties such as note taking, scheduling, and CRM hygiene, with training provided and a fully remote setup.

Ideal candidates are driven, trainable, dependable, competitive, and comfortable appearing on camera as they engage with prospects in a virtual environment.