Remote Family Coverage Advisor with Training & Growth

AO Garcia Agency; Livonia (MI); Remote; USD 45.000 - 75.000; Vollzeit

Benefits dieser Stelle

Work from home

Full training

No cold calling

Zusammenfassung

AO Garcia Agency seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. You’ll guide prospects through choices and support them toward a sound decision.

The role includes essential admin tasks like meticulous notes, appointment scheduling, and CRM hygiene. You’ll benefit from full training, a current tech stack, and work-from-home flexibility to power your performance.

Qualifikationen

• Experience with virtual consulting and maintaining post-meeting relationships.
• Ability to manage notes, schedules, and CRM hygiene consistently.
• Comfortable with a remote, computer-based work setup.

Aufgaben

• Assess client needs and present options during virtual meetings.
• Maintain the client relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Kenntnisse

CRM hygiene

Note taking

Appointment scheduling

Virtual consulting

Tools

CRM system

Video conferencing

Jobbeschreibung

AO Garcia Agency seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. You’ll guide prospects through choices and support them toward a sound decision.

The role includes essential admin tasks like meticulous notes, appointment scheduling, and CRM hygiene. You’ll benefit from full training, a current tech stack, and work-from-home flexibility to power your performance.