Remote Family Benefits Advisor – Virtual Consultations

AO Garcia Agency; Myrtle Beach (SC); Remote; USD 42,000 - 66,000; Full time

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and nurture the relationship after the initial meeting. You will also handle admin tasks such as notes and appointments, and maintain CRM hygiene. Full training and a performance-based advancement path are provided, with no cold calling and a current tech stack.

This role is remote and supports a work-from-home setup. Ideal candidates are driven, trainable, dependable, and comfortable on camera.

Qualifications

• Experience identifying client needs and offering suitable options.
• Maintains relationships after initial meeting.
• Ability to work remotely with strong communication.

Responsibilities

• Assess needs and present options.
• Record notes and appointments.
• Maintain CRM hygiene.

Skills

Needs assessment

Relationship management

Virtual consulting

Presentation/communication

Tools

CRM software

Email/Calendaring

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and nurture the relationship after the initial meeting. You will also handle admin tasks such as notes and appointments, and maintain CRM hygiene. Full training and a performance-based advancement path are provided, with no cold calling and a current tech stack.

This role is remote and supports a work-from-home setup. Ideal candidates are driven, trainable, dependable, and comfortable on camera.