Remote Family Benefits Planner

AO Garcia Agency; Oregon; Hybrid; 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 in the United States, Oregon. You will assess client needs, teach options, and stay engaged after the first meeting, while handling admin tasks like notes, appointments, and CRM hygiene.

The role includes a qualified-interest pipeline, full training, and access to the current tech stack. This position supports remote work with performance-based advancement opportunities and no cold calling upfront.

Responsibilities

• Assess client needs and present options to them.
• Maintain relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

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.