Remote Client Benefits Consultant

AO Garcia Agency; Muncie (IN); 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

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene, using Zoom for interviews.

The role offers a work-from-home setup with full training and a current tech stack, enabling you to engage with clients remotely and efficiently. Ideal candidates are driven, trainable, dependable, and comfortable on 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.

Interviews on Zoom.