Remote Family Benefits Advisor | Virtual Consultant & Growth

Aogarciaagency; Hilo (HI); Remote; USD 45,000 - 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 seeks a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene, all executed from a work-from-home setup.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and ready to navigate a qualified-interest pipeline with full training and ongoing support.

Qualifications

• Assess client needs and present options clearly.
• Maintain CRM hygiene and administrative tasks.
• Ability to work effectively from home.

Responsibilities

• Assess client needs and teach options.
• Stay in the relationship after the first meeting.
• Handle notes, appointments, and CRM hygiene.

Skills

Needs assessment

Consultative selling

Relationship management

CRM usage

Administrative skills

Tools

CRM software

Job description

Aogarciaagency seeks a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene, all executed from a work-from-home setup.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and ready to navigate a qualified-interest pipeline with full training and ongoing support.