Remote Client Benefits Strategist
AO Garcia Agency
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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
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.
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