Coverage Education Specialist – Remote

AO Garcia Agency; Nevada; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Current tech stack

Qualified-interest pipeline

Job summary

AO Garcia Agency in the United States (Nevada) is seeking a virtual consultant to assess needs, present options, and nurture client relationships after the initial meeting. The role includes administrative duties such as notes, appointment scheduling, and CRM hygiene, with work from home flexibility.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. The position offers full training and potential for advancement based on performance.

Qualifications

• Assess client needs and present options clearly.
• Maintain CRM hygiene, logs, and notes.
• Build and sustain client relationships after initial meeting.

Responsibilities

• Assess client needs and teach suitable options after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Needs assessment

CRM hygiene

Relationship building

Tools

CRM system

Job description

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.