Remote Household Benefits Advisor
Aogarciaagency
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Benefits offered by this job
Job summary
Aogarciaagency is seeking a virtual consultant to assess needs, present options, and nurture the relationship after the first meeting.
You will handle admin tasks such as notes, scheduling, and CRM hygiene, with a focus on staying aligned with prospects in a work-from-home setup.
This role offers full training, a current tech stack, and a clear path for performance-based advancement as you build a qualified-interest pipeline.
Responsibilities
- Assess client needs and present options.
- Maintain relationship after the first meeting.
- Admin tasks: notes, scheduling, CRM hygiene.
Job description
Aogarciaagency is seeking a virtual consultant to assess needs, present options, and nurture the relationship after the first meeting.
You will handle admin tasks such as notes, scheduling, and CRM hygiene, with a focus on staying aligned with prospects in a work-from-home setup.
This role offers full training, a current tech stack, and a clear path for performance-based advancement as you build a qualified-interest pipeline.
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