Remote Family Benefits Consultant

AO Garcia Agency; Anaheim (CA); Remote; USD 60,000 - 80,000; 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 is seeking a virtual consultant who can assess client needs, present options, and maintain the relationship after the initial meeting. The role emphasizes relationship-building and ongoing client engagement.

Administrative tasks are part of the job, including notes, appointment scheduling, and CRM hygiene, with the flexibility of working from home and ongoing training to stay current with the current tech stack.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant who can assess client needs, present options, and maintain the relationship after the initial meeting. The role emphasizes relationship-building and ongoing client engagement.

Administrative tasks are part of the job, including notes, appointment scheduling, and CRM hygiene, with the flexibility of working from home and ongoing training to stay current with the current tech stack.