A
Posted Today
Voluntary Benefits Representative - Remote
KenoshaRemote
AI Summary
Virtual consultant who assesses client needs, presents financial services options, and maintains ongoing relationships; also handles administrative tasks such as notes, appointments, and CRM hygiene.
About this role
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.
Skills
Appointment SchedulingClient Relationship ManagementCRMFinancial ServicesNote-takingPipeline ManagementVideo ConferencingZoom
Explore related jobs
More jobs at AO Garcia Agency
- ARemote Financial Services ConsultantVancouver, British Columbia
- AMember Benefits Advisor - Work From HomeWinnipeg, Manitoba
- ARemote Supplemental Benefits SpecialistMississauga, Ontario
- APart-Time Financial Protection Representative - RemoteEdmonton, Alberta
- ARemote Client Services SpecialistOttawa, Ontario
- ABenefits Concierge - Work From HomeCalgary, Alberta
Similar CRM jobs
Jobs in Kenosha
- Quality Control IIGilbane Building Company · Kenosha, WI
- Delivery Van Driver (Packages) (Weekly Pay!) (PTO!) (Flexible Schedule) (Paid Training!) ($150 Sign on Bonus!)RAINFOREST DELIVERY SERVICES LLC · Kenosha, WI
- Full Time Nurse Practitioner or Physician Assistant - Kenosha, WITheoria Medical · Kenosha, Wisconsin
- Medical Director/Attending Physician - Post-Acute Care & SNF (Part-Time)Theoria Medical · Kenosha, Wisconsin
- Child Support TrainerEquus · Kenosha, WI
- KittingParallel Employment · Kenosha, Wisconsin
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.