Family Coverage Advisor - Work From Home

AO Garcia Agency; Passaic (NJ); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Remote role

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. This role focuses on guiding clients through next steps and ensuring a smooth continuation of engagement.

Administrative responsibilities include note-taking, scheduling, and CRM hygiene, all while operating from home with modern tech tools and support from the current tech stack.

Responsibilities

• Assess client needs and present options.
• Maintain relationship after the first meeting.
• Administrative tasks: take notes, schedule appointments, 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.