Work From Home - Warm Lead Benefits Representative

AO Garcia Agency; Florida; 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 is seeking a flexible virtual consultant in Florida to assess client needs, explain options, and nurture the relationship after the initial meeting. You’ll work from home with access to the current tech stack and a supportive team.

The role includes admin duties such as taking notes, scheduling appointments, and maintaining CRM hygiene; full training is provided and there is potential for performance-based advancement.

Responsibilities

• Assess client needs and teach options
• Maintain the relationship after the first meeting
• Handle admin tasks: notes, appointments, 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.