Work From Home - Client Benefits Planner

AO Garcia Agency; Dodge City (KS); Remote; USD 42,000 - 56,000; 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 is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with full training provided.

This remote position offers a modern tech stack, no cold calling, a qualified-interest pipeline, and opportunities for performance-based advancement. Work from anywhere within the U.S. while building a Dodge City footprint.

Qualifications

• Virtual consultant role: assess needs and teach options.
• Admin is part of the job: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and teach options, staying engaged after the first meeting.
• Handle administrative tasks: notes, appointments, and 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.