Remote Family Benefits Advisor

AO Garcia Agency; Clarksburg (WV); Remote; USD 50,000 - 65,000; 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 stay engaged after the first meeting. This role emphasizes clear communication, active listening, and relationship-building from a home office.

Admin duties are part of the role: keeping notes, scheduling appointments, and maintaining CRM hygiene. Training is provided, interviews occur on Zoom, and you’ll join a team that values accountability and steady performance.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.
• Interviews on Zoom.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and stay engaged after the first meeting. This role emphasizes clear communication, active listening, and relationship-building from a home office.

Admin duties are part of the role: keeping notes, scheduling appointments, and maintaining CRM hygiene. Training is provided, interviews occur on Zoom, and you’ll join a team that values accountability and steady performance.