Remote Client Benefits Consultant

AO Garcia Agency; Albany (OR); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a digital-first virtual consultant to assess client needs, present options, and guide the relationship beyond the initial meeting. You’ll work from home and manage follow-up with care.

You’ll also handle administrative tasks like notes, appointments, and CRM hygiene to keep pipelines clean while learning the current tech stack and advancing with performance-based opportunities. This role rewards curiosity, reliability, and clear communication; training is provided and

Qualifications

• Traits that work here: driven, trainable, dependable.
• Comfortable competing and camera-friendly demeanor.

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.

Skills

Driven

Trainable

Dependable

Comfortable competing

Fine with a camera

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.