Remote Family Benefits Consultant — Training & Growth

AO Garcia Agency; Keene (NH); Remote; USD 50.000 - 70.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Garcia Agency in the United States seeks a virtual consultant who assesses client needs, explains options, and stays in the relationship after the initial meeting.

The role includes admin tasks like taking notes, scheduling appointments, and CRM hygiene, with full training and a pipeline of qualified prospects. Work from home with performance-based advancement and access to the current tech stack.

Qualifikationen

• Admin tasks including notes, appointments and CRM hygiene.
• Ability to work in a remote, home-based setup.

Aufgaben

• Virtual consultant role: assess needs, explain options, and maintain relationship after the first meeting.
• Admin duties: notes, appointments, and CRM hygiene.

Kenntnisse

CRM hygiene

Relationship management

Remote work

Meeting follow-up

Tools

CRM software

Current tech stack

Jobbeschreibung

AO Garcia Agency in the United States seeks a virtual consultant who assesses client needs, explains options, and stays in the relationship after the initial meeting.

The role includes admin tasks like taking notes, scheduling appointments, and CRM hygiene, with full training and a pipeline of qualified prospects. Work from home with performance-based advancement and access to the current tech stack.