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-LjbffrVacancy posted 23 hours ago
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