Remote Family Coverage Advisor

AO Garcia Agency; Charlotte (NC); Remote; USD 60,000 - 90,000; 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 can assess client needs, explain options, and remain engaged after the first meeting. This role includes essential admin work: capturing notes, scheduling appointments, and maintaining CRM hygiene.

The position offers full training, access to the current tech stack, and a work-from-home setup with Zoom interviews as part of the process.

Qualifications

• Must be able to work remotely and participate in Zoom interviews.
• Ability to manage notes, appointments, and CRM hygiene as part of daily responsibilities.

Responsibilities

• Assess client needs, teach options, and maintain the relationship after the first meeting.
• Admin duties: take notes, schedule appointments, and keep CRM up to date.

Skills

Driven

Trainable

Dependable

Comfortable with video

CRM hygiene

Zoom interviews

Tools

CRM system

Zoom

Job description

AO Garcia Agency is seeking a virtual consultant who can assess client needs, explain options, and remain engaged after the first meeting. This role includes essential admin work: capturing notes, scheduling appointments, and maintaining CRM hygiene.

The position offers full training, access to the current tech stack, and a work-from-home setup with Zoom interviews as part of the process.