Remote Family Coverage Consultant

AO Garcia Agency; Passaic (NJ); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Remote role

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. This role focuses on guiding clients through next steps and ensuring a smooth continuation of engagement.

Administrative responsibilities include note-taking, scheduling, and CRM hygiene, all while operating from home with modern tech tools and support from the current tech stack.

Responsibilities

• Assess client needs and present options.
• Maintain relationship after the first meeting.
• Administrative tasks: take notes, schedule appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. This role focuses on guiding clients through next steps and ensuring a smooth continuation of engagement.

Administrative responsibilities include note-taking, scheduling, and CRM hygiene, all while operating from home with modern tech tools and support from the current tech stack.