Remote Client Benefits Consultant

AO Garcia Agency; Kennewick (WA); Remote; USD 40,000 - 70,000; 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 seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene.

You'll benefit from full training, access to a current tech stack, and a performance-based path for advancement, with a work-from-home setup and an interest-driven pipeline that eliminates cold calling.

Qualifications

• Notes management is part of admin duties.
• Scheduling appointments is required.
• CRM hygiene to keep data clean and usable.

Responsibilities

• Provide virtual consultations to assess client needs.
• Teach options and present clear recommendations.
• Maintain client relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Notes management

Appointment scheduling

CRM hygiene

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.

Interviews on Zoom.