Remote Family Benefits Advisor

AO Garcia Agency; North Little Rock (AR); Remote; USD 45,000 - 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 seeks a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. You’ll manage notes, appointments, and maintain CRM hygiene in a remote setup.

This role emphasizes drive, trainability, dependability, competitive spirit, and camera comfort as you engage clients and prospects from home using our current tech stack.

Qualifications

• Experience in virtual consulting or remote client engagements is helpful.
• Ability to manage admin tasks and CRM hygiene consistently.
• Comfort with client relationship building in a remote setting.

Responsibilities

• Assess client needs and present options during virtual meetings.
• Maintain relationship after the first meeting and outline next steps.
• Handle notes, appointments, and CRM hygiene as part of daily admin.

Skills

Driven

Trainable

Dependable

Competitive

Camera comfort

Tools

CRM software

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. You’ll manage notes, appointments, and maintain CRM hygiene in a remote setup.

This role emphasizes drive, trainability, dependability, competitive spirit, and camera comfort as you engage clients and prospects from home using our current tech stack.