Policy Enrollment Specialist - Remote

AO Garcia Agency; Oregon; Híbrido; USD 60.000 - 90.000; Tempo integral

Benefícios oferecidos por esta vaga

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Resumo da vaga

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents viable options, and stays in the relationship after the first meeting.

Admin is part of the role: notes, appointments, CRM hygiene, and work from home with the current tech stack and full training.

You will thrive if you are driven, trainable, dependable, comfortable on camera, and able to advance through a performance‑based path with a qualified‑interest pipeline; no cold calling required.

Responsabilidades

• Assess client needs and present viable options after the first meeting.
• Maintain the relationship post-meeting, ensuring ongoing engagement.

Descrição da vaga

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.