Remote Family Benefits Planner

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

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.

Interviews on Zoom.