Virtual Family Benefits Advisor - No Cold Calling, WFH

AO Garcia Agency; Council Bluffs (IA); Remote; USD 42,000 - 54,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Current tech stack

Qualified-interest pipeline

Job summary

AO Garcia Agency seeks a virtual consultant who can assess client needs, present options, and maintain relationships after the first meeting. You’ll handle administrative tasks like notes, appointments, and CRM hygiene while working from home.

Responsibilities include guiding prospects, organizing follow-ups, and leveraging the current tech stack to keep data clean. The role rewards driven, trainable individuals with clear paths for advancement; interviews are conducted on Zoom.

Qualifications

• Experience using CRM systems.
• Ability to manage virtual consultations.
• Comfort with Zoom interviews.

Responsibilities

• Assess client needs, present options, and maintain relationships after the first meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.
• Conduct virtual consultations and follow-ups.

Skills

CRM use

Interpersonal skills

Remote work

Video conferencing

Tools

CRM software

Video conferencing

Job description

AO Garcia Agency seeks a virtual consultant who can assess client needs, present options, and maintain relationships after the first meeting. You’ll handle administrative tasks like notes, appointments, and CRM hygiene while working from home.

Responsibilities include guiding prospects, organizing follow-ups, and leveraging the current tech stack to keep data clean. The role rewards driven, trainable individuals with clear paths for advancement; interviews are conducted on Zoom.