Remote Family Benefits Advisor; Training, Growth & CRM

Aogarciaagency; Durham (NC); Remote; USD 50,000 - 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

Aogarciaagency in Durham, NC is seeking a virtual consultant to assess client needs and guide options after the initial meeting. You’ll build ongoing relationships and manage admin tasks as part of the role.

The position emphasizes a remote-capable workflow, with full training, a structured pipeline, and a focus on CRM hygiene and scheduling. No cold calling is required, and performance-based advancement is offered.

Qualifications

• Assess client needs and present options.
• Maintain CRM hygiene and scheduling.
• Stay in contact after initial meeting.

Responsibilities

• Assess client needs and present options to move them forward.
• Maintain notes, schedule appointments, and keep CRM up to date.

Skills

Needs assessment

Consultative selling

CRM hygiene

Relationship management

Remote work

Job description

Aogarciaagency in Durham, NC is seeking a virtual consultant to assess client needs and guide options after the initial meeting. You’ll build ongoing relationships and manage admin tasks as part of the role.

The position emphasizes a remote-capable workflow, with full training, a structured pipeline, and a focus on CRM hygiene and scheduling. No cold calling is required, and performance-based advancement is offered.