Work From Home - Benefits Specialist

AO Garcia Agency; Powell (WY); Remote; USD 50,000 - 70,000; 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 needs, teach options, and maintain the relationship after the first meeting. The role includes admin tasks: notes, appointments, and CRM hygiene, with no cold calling. You’ll work from home with full training and access to a current tech stack to support prospects and clients.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to manage a qualified-interest pipeline through ongoing client engagement.

Qualifications

• Experience using CRM systems to manage client data and follow-ups.
• Strong communication and active listening skills for virtual consultations.
• Ability to maintain CRM hygiene and accurate notes across client records.

Responsibilities

• Assess client needs and present options in a virtual setting.
• Nurture relationships after first meeting to move prospects through the pipeline.
• Handle admin tasks: notes, appointments, CRM data hygiene.

Skills

CRM management

Relationship building

Communication

Remote work

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.