Policy Enrollment Specialist - Remote

AO Garcia Agency; Plainfield (NJ); À distance; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains relationships after the first meeting. This role emphasizes communication, adaptability, and proactive follow-up.

You will handle admin tasks such as notes, appointments, and CRM hygiene, with full training and access to the current tech stack. The position supports work from home and values driven, trainable, dependable team members who are comfortable on camera.

Responsabilités

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.

Description du poste

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.