Virtual Benefits Consultant | Remote, Full Training

AO Garcia Agency; St. Louis (MO); Remote; USD 60,000 - 90,000; Part time

Benefits offered by this job

No cold calling

Remote work

Full training

Qualified-interest pipeline

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the initial meeting. The role includes administrative duties like notes, appointments, and CRM hygiene, with full training provided.

Interviews occur on Zoom, and the position supports remote work from home. The ideal candidate is driven, trainable, dependable, and comfortable on camera, with a proactive, results‑oriented mindset backed by strong communication and

Qualifications

• Assess client needs and present options clearly.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Responsibilities

• Conduct remote consultations with clients.
• Attend and participate in Zoom interviews.
• Maintain accurate records in the CRM and scheduling system.

Skills

Driven

Trainable

Dependable

Competitive

Comfortable on camera

Tools

Current tech stack

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the initial meeting. The role includes administrative duties like notes, appointments, and CRM hygiene, with full training provided.

Interviews occur on Zoom, and the position supports remote work from home. The ideal candidate is driven, trainable, dependable, and comfortable on camera, with a proactive, results‑oriented mindset backed by strong communication and