Work From Home - Client Benefits Planner

AO Garcia Agency; La Crosse (WI); À distance; USD 50 000 - 80 000; Plein temps

Avantages offerts par ce poste

Work from home

Full training

Current tech stack

Résumé du poste

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role includes administrative tasks like notes, appointments, and CRM hygiene, with a preference for individuals who are driven, trainable, and dependable and comfortable on camera.

Candidates should excel in remote collaboration and maintain professional client communications while managing a current tech stack and ongoing training.

Qualifications

• Driven
• Trainable
• Dependable
• Comfortable competing
• Fine with a camera

Responsabilités

• Assess client needs and present options.
• Teach available solutions and guide decisions after first meeting.
• Maintain relationship after the initial meeting and ensure follow-ups.

Description du poste

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.