Remote Family Benefits Representative

AO Garcia Agency; Oakland (CA); Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. The role emphasizes collaboration, problem solving, and clear communication in a remote setting.

Administrative duties include notes, appointments, and CRM hygiene. Training is provided, and there is an emphasis on building a qualified-interest pipeline and ongoing rounds of feedback.

Qualifications

• Experience with virtual client consults preferred.
• Strong communication and relationship management skills.
• Comfortable using CRM tools and maintaining notes.

Responsibilities

• Assess client needs and present viable options during virtual meetings.
• Nurture relationships after the first meeting to foster trust.
• Handle 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.