Remote Member Benefits Advisor with Growth Path

AO Garcia Agency; Peoria (IL); Remote; USD 50,000 - 70,000; 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

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene.

You will be part of a remote-first team, with full training and a qualified-interest pipeline. The position emphasizes dependable performance and engagement via the camera during virtual interactions.

Qualifications

• Assess client needs and tailor options accordingly.
• Maintain relationships after initial meeting and ensure follow-up.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene.

You will be part of a remote-first team, with full training and a qualified-interest pipeline. The position emphasizes dependable performance and engagement via the camera during virtual interactions.