Remote Family Coverage Advisor

AO Garcia Agency; Oregon; Hybrid; USD 28,000 - 62,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide the relationship beyond the initial meeting. This role emphasizes clear communication, problem solving, and the ability to build trust remotely.

You will handle admin tasks such as notes, meeting scheduling, and CRM hygiene, while utilizing the current tech stack. This position offers work-from-home flexibility and opportunities for advancement based on performance.

Qualifications

• Experience in a virtual consultant or similar client-facing role.

Responsibilities

• Assess client needs, teach options, and maintain the relationship after the first meeting.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide the relationship beyond the initial meeting. This role emphasizes clear communication, problem solving, and the ability to build trust remotely.

You will handle admin tasks such as notes, meeting scheduling, and CRM hygiene, while utilizing the current tech stack. This position offers work-from-home flexibility and opportunities for advancement based on performance.