Virtual Benefits Advisor

Aogarciaagency; Vestavia Hills (AL); Remote; USD 35,000 - 55,000; 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 flexible Virtual consultant who can assess needs, present options, and sustain the relationship after the initial meeting. The role emphasizes empathy, proactive problem-solving, and clear communication in a remote setting.

Responsibilities include administrative tasks like taking notes, scheduling appointments, and maintaining CRM hygiene; you will work within our current tech stack and receive comprehensive training to ramp quickly while avoiding cold calling.

Qualifications

• Assess client needs and present options.
• Maintain CRM hygiene and scheduling.
• Strong communication and reliability.

Responsibilities

• Assess client needs and present options during virtual consultations.
• Maintain CRM hygiene, notes, and appointment scheduling.
• Navigate the current tech stack and participate in full training.

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.