Remote Family Coverage Advisor - Training & Growth

Aogarciaagency; Lehi (UT); Remote; USD 50,000 - 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

Aogarciaagency is seeking a virtual consultant based in the United States who can assess client needs, present options, and nurture relationships after the first meeting. The role includes admin duties such as notes, scheduling, and keeping the CRM up to date, with a modern tech stack and Zoom-enabled interviews.

You will work from home with training provided, a performance-based path for advancement, and a pipeline of qualified opportunities.

Qualifications

• Assess client needs and present options.
• Maintain relationship after initial meeting.
• Handle admin tasks including notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present options.
• Maintain ongoing client relationship after first meeting.
• Perform administrative tasks: notes, appointments, CRM hygiene.

Skills

Virtual consult

CRM hygiene

Remote work

Tools

Zoom

Job description

Aogarciaagency is seeking a virtual consultant based in the United States who can assess client needs, present options, and nurture relationships after the first meeting. The role includes admin duties such as notes, scheduling, and keeping the CRM up to date, with a modern tech stack and Zoom-enabled interviews.

You will work from home with training provided, a performance-based path for advancement, and a pipeline of qualified opportunities.