Work From Home - Benefits Services Representative

AO Garcia Agency; Gilbert (AZ); Remote; USD 45,000 - 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 seeks a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the initial meeting. This role focuses on consultative guidance and building trust in a remote setting.

Responsibilities include handling admin tasks, notes, appointments, and CRM hygiene, while interviews are conducted on Zoom. The position offers full training, access to a current tech stack, and work-from-home flexibility.

Qualifications

• Assess client needs, present options, and maintain relationship after initial meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present options; nurture relationship after the first meeting.
• Complete admin tasks: notes, appointments, CRM hygiene; supportZoom interviews.

Skills

CRM management

Virtual consulting

CRM hygiene

Zoom communication

Tools

CRM software

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.

Interviews on Zoom.