Policy Enrollment Specialist - Remote

AO Garcia Agency; Harrisburg (SD); 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, teach available options, and stay engaged with the relationship after the initial meeting. The role includes administrative tasks such as note-taking, scheduling, and CRM hygiene.

Compensation details are not listed. The position offers full training, access to the current tech stack, and a pipeline of qualified opportunities. Interviews are conducted via Zoom, and most work is done from home.

Responsibilities

• Assess needs and present options to clients.
• Maintain relationship after the first meeting.

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.