Remote Client Benefits Consultant - No Cold Calling

AO Garcia Agency; Oregon; Hybrid; 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 is seeking a virtual consultant to assess client needs, present options, and sustain relationships after the initial meeting. The role involves administering notes, scheduling, and CRM hygiene while working from home in the United States.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with the ability to manage a qualified-interest pipeline and participate in performance-based advancement after training.

Qualifications

• Driven and reliable with a willingness to learn
• Comfortable communicating via video
• Able to manage follow-up and relationships

Responsibilities

• You assess client needs, present options, and guide decisions after the first meeting.
• Admin duties include notes, scheduling, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and sustain relationships after the initial meeting. The role involves administering notes, scheduling, and CRM hygiene while working from home in the United States.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with the ability to manage a qualified-interest pipeline and participate in performance-based advancement after training.