Policy Enrollment Specialist - Remote

AO Garcia Agency; United States; Remote; USD 55,000 - 75,000; 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 who assesses client needs, presents options, and maintains the relationship after the initial meeting. This remote role emphasizes thoughtful guidance and a consultative approach, with an emphasis on building trust via video calls.

You'll handle administrative tasks such as notes, scheduling, and CRM hygiene, and you will train with the full company stack. Interviews take place on Zoom, and success is measured by pipeline progression and client

Qualifications

• Interviews on Zoom.
• CRM hygiene and notes management are required.

Responsibilities

• Assess needs and present options to clients.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable on camera

CRM usage

Tools

CRM

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.