Virtual Benefits Navigator — Consult & Guide (Remote)

AO Garcia Agency; Kirkland (WA); Remote; USD 60.000 - 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 remote virtual consultant in the United States. You will assess client needs, teach available options, and maintain the relationship after the first meeting.

Administrative duties include notes, appointments, and keeping the CRM clean and up-to-date. This role emphasizes being driven, trainable, and dependable, with comfort on camera and competitive performance growth through a structured advancement path.

Aufgaben

• Assess client needs and present options to guide decision-making.
• Stay in the relationship after the first meeting to facilitate ongoing support and upsell opportunities.
• Handle administrative tasks including taking notes, scheduling appointments, and CRM hygiene.

Jobbeschreibung

AO Garcia Agency is seeking a remote virtual consultant in the United States. You will assess client needs, teach available options, and maintain the relationship after the first meeting.

Administrative duties include notes, appointments, and keeping the CRM clean and up-to-date. This role emphasizes being driven, trainable, and dependable, with comfort on camera and competitive performance growth through a structured advancement path.