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AO Garcia Agency

Remote Benefits Intake Associate

  • Oakville, Ontario, Canada
  • Remote
  • Posted Oct 6, 2026
  • 1 position

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Employment type
Full-time
Experience level
Entry, Junior · 0+ years
Posting language
English
Working hours
40 hours per week

Job summary

You will assess client needs, present options, and maintain ongoing relationships after the initial meeting. Additionally, you are responsible for administrative duties including note-taking, appointment scheduling, and CRM maintenance.

Job details

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. \n \n

What you’ll do

You will assess client needs, present options, and maintain ongoing relationships after the initial meeting. Additionally, you are responsible for administrative duties including note-taking, appointment scheduling, and CRM maintenance.

Requirements

The ideal candidate is driven, trainable, dependable, and comfortable working on camera. You must be prepared to work in a competitive environment without the need for cold calling.

Benefits

  • Full training
  • Performance-based advancement

Listed skills

  • Communication · Preferred
  • Time management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Consulting
  • Customer relationship management
  • Administrative tasks
  • Communication
  • Time management
  • Tech proficiency
  • Client Needs Assessment
  • Sales Pipelines
  • Competitive Environment
  • Zoom (Video Conferencing Tool)
  • Administrative Functions
  • Customer Relationship Management
  • Cold Calling
  • Time Management
  • Setting Appointments

Job areas

  • Consulting
  • Customer Service & Support
  • Administrative
  • Sales
  • Benefits Associate
  • Care Coordinator
  • Social Work Associate Professionals
  • Medical and Health Services Managers

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