Remote Family Benefits Advisor | Virtual Consultant

AO Garcia Agency; Fairmont (WV); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is recruiting for a virtual consultant role. You will assess client needs, explain options, and maintain the relationship after the initial meeting. Administrative duties include notes, scheduling, and keeping CRM data clean. This position offers work-from-home flexibility, with comprehensive training and a current tech stack.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and ready to perform in a remote, Zoom-driven interview process.

Qualifications

• Strong communication and relationship-building abilities.
• Comfortable presenting options and guiding decisions.
• Ability to manage follow-up and post-meeting engagement.

Responsibilities

• Assess needs and teach options to prospects.
• Stay in relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Communication skills

Zoom interviews

CRM awareness

Tools

CRM software

Job description

AO Garcia Agency is recruiting for a virtual consultant role. You will assess client needs, explain options, and maintain the relationship after the initial meeting. Administrative duties include notes, scheduling, and keeping CRM data clean. This position offers work-from-home flexibility, with comprehensive training and a current tech stack.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and ready to perform in a remote, Zoom-driven interview process.