Policy Enrollment Specialist - Remote

AO Garcia Agency; Camden (DE); Remote; USD 50,000 - 80,000; 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

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes administrative duties such as notes, appointment setting, and CRM hygiene, with interviews conducted via Zoom and comprehensive training provided.

A current tech stack supports remote work from home, eliminating cold calling and enabling scalable client engagement.

Responsibilities

• Assess client needs and present options.
• Nurture client relationships after first meeting.
• Handle admin tasks: notes, 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.

Interviews on Zoom.