Virtual Family Benefits Advisor — Remote & Impactful

AO Garcia Agency; Oregon; Hybrid; USD 39,000 - 55,000; 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

AO Garcia Agency is seeking a self-driven virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. You’ll manage notes, appointments, and CRM hygiene as part of daily admin.

This remote role includes training, a current tech stack, a qualified-interest pipeline, and opportunities for performance-based advancement. Work from home and build a scalable advisory practice with no cold calling.

Qualifications

• Candidates must be able to assess client needs and present options.
• Ability to maintain relationships after initial meetings; comfortable with virtual consultations.
• Experience handling notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and teach options in a virtual setting.
• Stay in the relationship after the first meeting and manage follow-ups.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Needs assessment

Relationship-building

CRM hygiene

Virtual communication

Tools

CRM

Job description

AO Garcia Agency is seeking a self-driven virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. You’ll manage notes, appointments, and CRM hygiene as part of daily admin.

This remote role includes training, a current tech stack, a qualified-interest pipeline, and opportunities for performance-based advancement. Work from home and build a scalable advisory practice with no cold calling.