Virtual Benefits Advisor

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant in the United States (Oregon). You will assess client needs, present options, and maintain relationships after the first meeting. Admin tasks like notes, appointments, and CRM hygiene are part of the role.

This position is remote with full training and access to the current tech stack. Expect a performance-based advancement path and ongoing client engagement.

Responsibilities

• Assess client needs and teach options, ensuring understanding.
• Maintain relationship after the first meeting and support ongoing engagement.

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.