Virtual Benefits Advisor - Training, WFH, No Cold Calling

AO Garcia Agency; Oregon; Hybrid; USD 55.000 - 90.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Garcia Agency is seeking a virtual consultant in the United States. In this role you assess client needs, teach viable options, and nurture the relationship after the first meeting.

Admin tasks are part of the job, including notes, appointment scheduling, and CRM hygiene. The position offers remote work from home with current tech stack support and a path for advancement based on performance.

Aufgaben

• Assesses client needs and presents viable options.
• Maintains client relationship after the first meeting.
• Performs admin tasks such as taking notes, scheduling appointments, and CRM hygiene.

Jobbeschreibung

AO Garcia Agency is seeking a virtual consultant in the United States. In this role you assess client needs, teach viable options, and nurture the relationship after the first meeting.

Admin tasks are part of the job, including notes, appointment scheduling, and CRM hygiene. The position offers remote work from home with current tech stack support and a path for advancement based on performance.