Remote Family Benefits Consultant | Virtual Advisor

Aogarciaagency; Pawtucket (RI); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency seeks a virtual consultant to assess needs, teach options, and maintain client relationships after the initial meeting. Administrative duties include notes, scheduling, and CRM hygiene. The role features work-from-home arrangements and a structured training program.

Interviews are conducted via Zoom, and candidates should be driven, trainable, and dependable. The position leverages current technology to support remote collaboration.

Qualifications

• Traits that align with success in a virtual consultancy? (as per ad)
• Ability to operate effectively in a remote, Zoom-based environment.

Responsibilities

• Assess client needs and present options.
• Stay in relationship after the first meeting to nurture engagement.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfortable

Job description

Aogarciaagency seeks a virtual consultant to assess needs, teach options, and maintain client relationships after the initial meeting. Administrative duties include notes, scheduling, and CRM hygiene. The role features work-from-home arrangements and a structured training program.

Interviews are conducted via Zoom, and candidates should be driven, trainable, and dependable. The position leverages current technology to support remote collaboration.