Remote Client Benefits Consultant

AO Garcia Agency; Oregon; Hybrid; 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 flexible virtual consultant to assess client needs, present options, and guide them through decisions after the first meeting. You will perform administrative tasks such as notes, appointments, and CRM hygiene, all while maintaining client relationships.

The role includes working from home, with a focus on building trust and delivering tailored options using the current tech stack.

Job description

AO Garcia Agency is seeking a flexible virtual consultant to assess client needs, present options, and guide them through decisions after the first meeting. You will perform administrative tasks such as notes, appointments, and CRM hygiene, all while maintaining client relationships.

The role includes working from home, with a focus on building trust and delivering tailored options using the current tech stack.