Work From Home - Client Benefits Planner

AO Garcia Agency; South Sioux City (NE); Remote; USD 40,000 - 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 client needs, explain options, and stay engaged after the first meeting. The role includes admin tasks like notes, appointments, and CRM hygiene, with interviews conducted on Zoom and a fully remote setup.

You'll work with a qualified-interest pipeline and receive comprehensive training, with progression based on performance. The position offers remote work from home in the United States.

Qualifications

• Admin duties include note taking, scheduling and CRM hygiene.
• Interviews are conducted via Zoom.

Responsibilities

• Assess needs and present options to clients.
• Maintain the relationship after the first meeting.
• Handle admin tasks such as notes, appointments, and CRM hygiene.

Skills

CRM hygiene

Remote work

Zoom interviews

Tools

CRM software

Video conferencing tools

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.

Interviews on Zoom.