Virtual Benefits Advisor

AO Garcia Agency; Woonsocket (RI); Remote; USD 50,000 - 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

AO Garcia Agency is seeking a virtual consultant to assess client needs, explain options, and maintain the relationship after the first meeting. This role emphasizes strong communication and relationship-building in a remote setting.

Administrative tasks include note-taking, appointment scheduling, and maintaining CRM hygiene. Training is provided, and the current tech stack supports remote work. Zoom interviews are part of the process, with performance-based advancement potential.

Responsibilities

• Assess needs, teach options, and maintain relationship after the first meeting.
• Admin duties include taking notes, scheduling appointments, and CRM hygiene.
• Interviews on Zoom.

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.