Work From Home - Client Benefits Associate

AO Garcia Agency; Gallup (NM); Remote; USD 28,000 - 48,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, explain options, and nurture the relationship after the initial meeting. The role includes admin duties such as notes, appointment setting, and CRM hygiene, with full training provided.

Candidates should be driven, trainable, and dependable, comfortable on camera, and adept at managing a qualified-interest pipeline in a remote setting.

Qualifications

• Virtual consultation experience preferred.
• Ability to assess needs and present options.
• Maintain CRM hygiene and admin tasks.

Responsibilities

• Assess client needs during virtual meetings.
• Teach options and recommendations to clients.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Relationship building

Communication

CRM hygiene

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.