Coverage Education Specialist - Remote

Aogarciaagency; New Britain (CT); Remote; USD 52,000 - 76,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant who assesses needs, teaches options, and maintains relationships after the first meeting. This role includes admin tasks such as taking notes, scheduling appointments, and keeping the CRM up to date.

The position offers work from home, training, and the opportunity to advance based on performance; Zoom interviews are used in the hiring process.

Qualifications

• Assess client needs and present options.
• Maintain CRM hygiene and appointment notes.
• Build ongoing relationships after the first meeting.

Responsibilities

• Conduct virtual consultations via Zoom.
• Document interactions and notes in the CRM.
• Schedule, coordinate and follow up on appointments.
• Handle admin tasks such as notes and CRM hygiene.

Skills

CRM hygiene

Note-taking

Zoom interviews

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.

Interviews on Zoom.