Work From Home - Benefits Services Representative

AO Garcia Agency; Columbia Township (MO); Remote; USD 45,000 - 75,000; 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 options, and guide them after the first meeting. You’ll handle admin tasks, take notes, and keep CRM hygiene to ensure a smooth ongoing relationship from anywhere.

This role comes with no cold calling, a qualified-interest pipeline, performance-based advancement, full training, access to the current tech stack, and the ability to work from home.

Responsibilities

• Assist clients by assessing needs and presenting options.
• Maintain CRM hygiene and thorough notes after meetings.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.