Remote Family Coverage Advisor - Training & Growth

Aogarciaagency; Fort Worth (TX); Remote; USD 40,000 - 60,000; 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

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and guide the relationship beyond the initial meeting. You will handle administrative tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene while working remotely from home.

Zoom interviews are conducted to evaluate fit. Applicants should be coachable, goal oriented, and comfortable speaking on camera; strong communication and follow-through are essential to build trust and secure

Qualifications

• Experience conducting virtual or remote consultations.
• Ability to assess needs and teach options.
• Maintain relationship after initial meeting.
• Strong administrative skills (notes, appointments, CRM hygiene).

Responsibilities

• Conduct virtual consultations.
• Document notes and schedule appointments.
• Maintain CRM hygiene.
• Nurture client relationships post-meeting.

Skills

CRM hygiene

Virtual consultation

Needs assessment

Customer relationship

Tools

CRM software

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and guide the relationship beyond the initial meeting. You will handle administrative tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene while working remotely from home.

Zoom interviews are conducted to evaluate fit. Applicants should be coachable, goal oriented, and comfortable speaking on camera; strong communication and follow-through are essential to build trust and secure