Virtual Family Benefits Consultant - WFH & Growth

AO Garcia Agency; Lancaster (Lancaster County); Remote; USD 60,000 - 90,000; 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 seeks a virtual consultant to assess client needs, present suitable options, and sustain the relationship after the initial meeting. The role includes administrative duties such as note-taking, appointment scheduling, and CRM hygiene while enabling you to work from home.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and capable of competitive performance, with a focus on building long-term client relationships.

Responsibilities

• Assess client needs and present options to build value.
• Stay in the relationship after the first meeting and manage CRM hygiene and administrative tasks.

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present suitable options, and sustain the relationship after the initial meeting. The role includes administrative duties such as note-taking, appointment scheduling, and CRM hygiene while enabling you to work from home.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and capable of competitive performance, with a focus on building long-term client relationships.