Remote Household Benefits Consultant — Training + Growth

Aogarciaagency; Sherwood (AR); Remote; USD 40,000 - 56,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Remote work

Job summary

Aogarciaagency is seeking a virtual consultant who helps assess client needs, teaches options, and stays in the relationship after the first meeting. Admin duties include notes, appointments and CRM hygiene, with a structured pipeline and ongoing support.

The role offers training, a current tech stack, and the flexibility to work from home while collaborating with a remote team. Strong organization and communication are valued.

Qualifications

• Assess client needs and present options while maintaining relationships after meetings.
• Manage notes, appointments and CRM hygiene as part of daily admin tasks.
• No cold calling; a qualified-interest pipeline is provided.

Responsibilities

• Assess needs and present options to clients.
• Maintain relationships after the initial meeting.
• Keep CRM up-to-date and schedule follow-ups.

Skills

CRM management

Relationship building

Administrative tasks

Remote work

Tools

CRM system

Job description

Aogarciaagency is seeking a virtual consultant who helps assess client needs, teaches options, and stays in the relationship after the first meeting. Admin duties include notes, appointments and CRM hygiene, with a structured pipeline and ongoing support.

The role offers training, a current tech stack, and the flexibility to work from home while collaborating with a remote team. Strong organization and communication are valued.