Remote Family Benefits Planner

AO Garcia Agency; Lawrence (KS); Remote; USD 50,000 - 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 to assess client needs, present options, and maintain relationships after the first meeting. The role includes essential admin tasks, CRM hygiene, and ongoing client engagement, with full training provided.

The position is remote, with no cold calling required and a pathway for advancement based on performance. A current tech stack is used to manage the pipeline and customer interactions.

Qualifications

• Self-motivated, capable of managing projects with minimal supervision.
• CRM hygiene and note-taking are part of daily tasks.
• Able to build and maintain client relationships after initial meeting.

Responsibilities

• Assess client needs and present suitable options.
• Stay in relationship with clients after the first meeting.
• Handle admin tasks like notes, appointments, and CRM updates.

Skills

Driven

Trainable

Dependable

Competitive

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.