Remote Family Benefits Advisor – Full Training

AO Garcia Agency; Milford (CT); Remote; USD 45,000 - 75,000; 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 who can assess client needs, teach options, and stay in the relationship after the first meeting. This role emphasizes remote work and Zoom interviews. You’ll handle admin tasks like notes, appointment scheduling, and CRM hygiene, with full training provided.

Expect a qualified-interest pipeline and performance-based advancement as you grow. Join a team that values drive, trainability, dependability, and comfort on camera, with a practical seat that

Qualifications

• Virtual consultant role.
• Admin is part of the job: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present options.
• Maintain the relationship after the first meeting.
• Handle admin tasks: notes, scheduling and CRM hygiene.

Job description

AO Garcia Agency seeks a virtual consultant who can assess client needs, teach options, and stay in the relationship after the first meeting. This role emphasizes remote work and Zoom interviews. You’ll handle admin tasks like notes, appointment scheduling, and CRM hygiene, with full training provided.

Expect a qualified-interest pipeline and performance-based advancement as you grow. Join a team that values drive, trainability, dependability, and comfort on camera, with a practical seat that