Virtual Benefits Advisor

Aogarciaagency; Horace (ND); Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

No cold calling

Job summary

Aogarciaagency in the United States is seeking a remote virtual consultant to assess client needs, teach options, and nurture the relationship after the first meeting.

Admin duties include notes, appointments, and CRM hygiene, with no cold calling and access to the current tech stack. You will receive full training and a clear path for performance-based advancement while working from home.

Qualifications

• Ability to assess client needs and present options clearly.
• Comfortable working in a remote, camera-facing role.
• Excellent organizational and note-taking skills.

Responsibilities

• Assess client needs and present suitable options.
• Nurture client relationships after initial meeting.
• Maintain CRM hygiene and schedule appointments.

Skills

Needs assessment

CRM management

Relationship building

Training

Remote work

Tools

CRM software

Video conferencing

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.