Remote Client Benefits Consultant

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, educates options, and maintains the relationship after the first meeting. This role emphasizes strong communication, empathy, and guiding prospects toward informed decisions.

Admin tasks are part of the job: note-taking, scheduling, CRM hygiene, and keeping records up to date. You will work from home with full training and a supportive team, enjoying a flexible remote setup.

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.