Virtual Family Benefits Consultant
Aogarciaagency
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Benefits offered by this job
Job summary
Aogarciaagency is seeking a Virtual Consultant in the United States (Irving, TX area) to assess client needs, present options, and maintain the relationship after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with full training provided.
The position offers a remote-friendly setup with a qualified-interest pipeline, performance-based advancement, and a current tech stack to support your work from home.
Qualifications
- Driven
- Trainable
- Dependable
- Comfortable competing
- Fine with a camera
Responsibilities
- You assess needs, teach options, and stay in the relationship after the first meeting.
- Admin is part of the job: notes, appointments, CRM hygiene.
Job description
Aogarciaagency is seeking a Virtual Consultant in the United States (Irving, TX area) to assess client needs, present options, and maintain the relationship after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with full training provided.
The position offers a remote-friendly setup with a qualified-interest pipeline, performance-based advancement, and a current tech stack to support your work from home.
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