Work From Home - Client Benefits Associate

AO Garcia Agency; Hyattsville (MD); 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 capable virtual consultant to assess client needs, present options, and stay engaged after the first meeting. The role blends consultative selling with admin tasks such as notes, appointments, and CRM hygiene, all from a work-from-home setup.

Ideal candidates are driven, trainable, dependable, and comfortable appearing on camera. Training is provided, and advancement is performance-based within a current tech stack.

Qualifications

• Assess client needs and present suitable options.
• Maintain ongoing relationship after the first meeting.
• Keep notes and appointments accurately in CRM.

Responsibilities

• Conduct virtual consultations and guide clients through options.
• Admin tasks including notes, scheduling, and CRM hygiene.
• Uphold a relationship-focused sales process without cold calling.

Skills

Relationship management

Needs assessment

Communication

CRM hygiene

Remote work

CRM experience

Tools

CRM system

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.