Remote Household Benefits Advisor - Virtual Consultant

Aogarciaagency; Kennewick (WA); Remote; USD 50,000 - 80,000; 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 based in the United States to assess client needs, present options, and nurture the relationship after the first meeting. The role emphasizes remote work and staying connected with customers through the initial and follow-up conversations.

Admin tasks are part of the job: keeping notes, scheduling appointments, maintaining clean CRM data, and using the current tech stack to support client interactions.

Qualifications

• Traits that fit the role: driven, trainable, dependable, comfortable with a camera.

Responsibilities

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

Skills

Drive

Trainable

Dependable

Camera comfort

Job description

Aogarciaagency is seeking a virtual consultant based in the United States to assess client needs, present options, and nurture the relationship after the first meeting. The role emphasizes remote work and staying connected with customers through the initial and follow-up conversations.

Admin tasks are part of the job: keeping notes, scheduling appointments, maintaining clean CRM data, and using the current tech stack to support client interactions.