Job opportunity
Virtual Benefits Navigation Consultant
AO Garcia Agency
Virtual benefits navigation consulting for candidates skilled in needs assessment and option education, with ongoing client relationship support from home.
As a Benefits Navigation Associate, you assess needs, teach available options, and remain connected after the first meeting. The work combines virtual consulting with administration, including notes, appointments, and CRM hygiene. Full training and a current tech stack support the work.
Key Responsibilities:
Assess client needs during virtual consultations
Teach options clearly and accurately
Maintain relationships after initial meetings
Record notes and manage appointments
Keep CRM information organized
Requirements:
Driven approach to daily responsibilities
Trainable and dependable working style
Comfort competing in a performance-based environment
Comfort appearing on camera
Ability to work from home
Apply needs assessment, option education, relationship management, and organized administration as a virtual Benefits Navigation Associate.
#J-18808-Ljbffr
Apply on source site As a Benefits Navigation Associate, you assess needs, teach available options, and remain connected after the first meeting. The work combines virtual consulting with administration, including notes, appointments, and CRM hygiene. Full training and a current tech stack support the work.
Key Responsibilities:
Assess client needs during virtual consultations
Teach options clearly and accurately
Maintain relationships after initial meetings
Record notes and manage appointments
Keep CRM information organized
Requirements:
Driven approach to daily responsibilities
Trainable and dependable working style
Comfort competing in a performance-based environment
Comfort appearing on camera
Ability to work from home
Apply needs assessment, option education, relationship management, and organized administration as a virtual Benefits Navigation Associate.
#J-18808-Ljbffr