Remote Client Benefits Advisor | Virtual Consultant

AO Garcia Agency; Laurel (MD); 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 is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, while enabling remote work with full training.

The successful candidate will thrive in a driven, trainable environment and be comfortable with competition and camera presence, with clear opportunities for advancement.

Qualifications

• Admin tasks include taking notes, scheduling, and CRM hygiene.

Responsibilities

• You assess needs and teach options to clients.
• You stay in the relationship after the first meeting.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera friendly

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, while enabling remote work with full training.

The successful candidate will thrive in a driven, trainable environment and be comfortable with competition and camera presence, with clear opportunities for advancement.