Virtual Benefits Advisor

Aogarciaagency; Owensboro (KY); Remote; USD 60,000 - 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 who can assess client needs, present options, and nurture relationships after the initial meeting. The role includes administrative duties such as notes, appointment setting, and CRM hygiene, with interviews conducted on Zoom.

Ideal candidates are driven, trainable, and dependable, and comfortable with competing in a performance-based environment. This position offers remote work from home with comprehensive training and a modern tech stack.

Qualifications

• Role focuses on virtual consultation: assess needs, teach options, and maintain the relationship after the first meeting.
• Admin tasks are part of the job: notes, appointments, CRM hygiene.

Responsibilities

• Assess needs and teach options to clients in a virtual setting.
• Maintain ongoing client relationships after the first meeting.
• Handle admin duties: notes, scheduling, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

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.

Interviews on Zoom.