Virtual Family Benefits Consultant | Training & Growth

AO Garcia Agency; Hot Springs (AR); Remote; USD 42,000 - 65,000; 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 Virtual Consultant to assess client needs, present options, and guide decisions after the first meeting. You will manage the relationship remotely and stay engaged to support outcomes.

Administrative duties include notes, scheduling, and CRM hygiene, with full training and access to the current tech stack. The role emphasizes a performance-based path and ongoing development while working from home.

Qualifications

• Driven, trainable, dependable
• Comfortable being on camera
• Willing to compete and learn

Responsibilities

• Assess client needs, present options, and guide decisions
• Maintain client relationships after the first meeting
• Handle admin tasks: notes, appointments, CRM hygiene

Job description

AO Garcia Agency is seeking a Virtual Consultant to assess client needs, present options, and guide decisions after the first meeting. You will manage the relationship remotely and stay engaged to support outcomes.

Administrative duties include notes, scheduling, and CRM hygiene, with full training and access to the current tech stack. The role emphasizes a performance-based path and ongoing development while working from home.