Remote Family Benefits Specialist - Training & Growth

Aogarciaagency; Columbus (NE); Remote; USD 45,000 - 65,000; 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

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. Administrative duties include notes, calendar appointments, and CRM hygiene. This role leverages Zoom for interviews and client interactions, with training provided and a path for progression.

The position is remote, with a focus on building a qualified pipeline and delivering effective virtual consultations.

Qualifications

• This role is a virtual consultant working with clients in a remote setting.
• Must be able to manage customer relationships and follow up after meetings.

Responsibilities

• Assess client needs and present options during initial virtual meetings.
• Maintain CRM hygiene, including notes, appointments, and follow-ups.

Tools

CRM

Zoom

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. Administrative duties include notes, calendar appointments, and CRM hygiene. This role leverages Zoom for interviews and client interactions, with training provided and a path for progression.

The position is remote, with a focus on building a qualified pipeline and delivering effective virtual consultations.