Family Coverage Advisor - Work From Home

AO Garcia Agency; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

Current tech stack

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role includes admin tasks like notes, appointments, and CRM hygiene, with a focus on building a qualified-interest pipeline and leveraging the current tech stack from home.

The position offers full training, performance-based advancement, and a modern remote setup to thrive in a camera-enabled, customer-facing environment.

Qualifications

• Assess client needs and tailor options for each meeting.
• Maintain CRM hygiene with timely notes and follow-ups.
• Ability to work effectively in a remote, camera-enabled environment.

Responsibilities

• Assess client needs and present suitable options after initial contact.
• Nurture client relationships and stay engaged post first meeting.
• Handle admin tasks like notes, appointments, and CRM upkeep.

Skills

Needs assessment

Relationship building

CRM proficiency

Remote communication

Tools

CRM

Video conferencing

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.