Remote Family Benefits Planner

Aogarciaagency; Flint (MI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

Qualified-interest pipeline

Performance-based advancement

No cold calling

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting.

Admin tasks include notes, appointments, CRM hygiene, and general workflow support. This remote role offers full training and access to a current tech stack, with the flexibility of working from home.

Qualifications

• Soft skills geared toward client-facing virtual work.
• Ability to manage CRM hygiene and scheduling.

Responsibilities

• You assess client needs and present options.
• You stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable on camera

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.