Virtual Benefits Advisor | Relationship-Driven, Work From Home

AO Garcia Agency; Southaven (MS); Remote; USD 28,000 - 41,000; 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 seeks a virtual consultant who assesses needs, presents options, and maintains client relationships after the initial meeting. Administrative work includes notes, appointment scheduling, and CRM hygiene, all while leveraging current tech stack in a remote setup.

The role emphasizes drive, trainability, dependability, and comfort working on camera, with a path for performance-based advancement and comprehensive training.

Qualifications

• Ability to work remotely with discipline and communication.
• Strong verbal and written communication across stakeholders.
• Comfortable engaging prospects and maintaining relationships after the first meeting.

Responsibilities

• Assess customer needs and present options.
• Stay in relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfortable

Tools

CRM software

Job description

AO Garcia Agency seeks a virtual consultant who assesses needs, presents options, and maintains client relationships after the initial meeting. Administrative work includes notes, appointment scheduling, and CRM hygiene, all while leveraging current tech stack in a remote setup.

The role emphasizes drive, trainability, dependability, and comfort working on camera, with a path for performance-based advancement and comprehensive training.