Coverage Education Specialist - Remote

AO Garcia Agency; Oregon; Hybrid; USD 34,000 - 69,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant in Oregon to assess client needs, present options, and remain engaged after the initial meeting to nurture relationships.

Administrative tasks include taking notes, scheduling, and maintaining CRM hygiene, with the role performed from home using the current tech stack. Drive and trainability are valued, along with comfort on camera and a proactive attitude.

Responsibilities

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

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.