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 consultationsTeach options clearly and accuratelyMaintain relationships after initial meetingsRecord notes and manage appointmentsKeep CRM information organizedRequirements:Driven approach to daily responsibilitiesTrainable and dependable working styleComfort competing in a performance-based environmentComfort appearing on cameraAbility to work from homeApply needs assessment, option education, relationship management, and organized administration as a virtual Perks Navigation Associate.

📌 Virtual Benefits Navigation Consultant (Toronto)
🏢 AO Garcia Agency
📍 Toronto