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AO Garcia Agency

Household Benefits Specialist - Work From Home

Posted 9 hours ago

United States

0-2 years experience

crm

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AI Summary

Assess clients’ needs, explain available options, and maintain relationships after initial meetings. Document interactions, schedule appointments, and keep CRM records up to date.

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.

If that is your default setting, apply. Interviews on Zoom.