Virtual Benefits Advisor — Remote, Full Training & Growth

Aogarciaagency; Passaic (NJ); 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

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and guide the relationship beyond the first meeting. The role emphasizes remote collaboration and the ability to explain choices clearly to diverse prospects.

You will perform admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene. The position includes training and opportunities for advancement based on performance, with no cold calling and a current tech stack to rely on.

Qualifications

• You will handle CRM hygiene and admin duties such as notes and scheduling.
• You assess needs and present options to clients, guiding relationships beyond the first meeting.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and guide the relationship beyond the first meeting. The role emphasizes remote collaboration and the ability to explain choices clearly to diverse prospects.

You will perform admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene. The position includes training and opportunities for advancement based on performance, with no cold calling and a current tech stack to rely on.