Remote Client Benefits Consultant

AO Garcia Agency; Alamogordo (NM); Remote; USD 60,000 - 95,000; 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 proactive Virtual Consultant to assess client needs, present options, and nurture the relationship after the first meeting. You will handle admin tasks, keep notes, and maintain CRM hygiene while guiding prospects through the decision process.

This remote role includes full training, no cold calling, a qualified-interest pipeline, and performance-based advancement. Interviews run on Zoom; you’ll use the current tech stack to stay connected with clients from anywhere.

Job description

AO Garcia Agency is seeking a proactive Virtual Consultant to assess client needs, present options, and nurture the relationship after the first meeting. You will handle admin tasks, keep notes, and maintain CRM hygiene while guiding prospects through the decision process.

This remote role includes full training, no cold calling, a qualified-interest pipeline, and performance-based advancement. Interviews run on Zoom; you’ll use the current tech stack to stay connected with clients from anywhere.