Remote Family Benefits Representative

AO Garcia Agency; Bethlehem (Northampton County); Remote; USD 60,000 - 90,000; 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 seeks a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting.

Administrative duties include notes, scheduling, and CRM hygiene, all performed while working from home with a responsive, client-focused approach.

Qualifications

• Excellent interpersonal and communication skills.
• Ability to assess client needs and present options clearly.
• Willingness to manage administrative tasks and CRM hygiene.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

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.