Remote Family Coverage Consultant

Aogarciaagency; Stockbridge (GA); Remote; USD 50,000 - 70,000; 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, explain options, and stay in the relationship after the first meeting. The role emphasizes client guidance, solution framing, and ongoing follow-up. This position includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene. It offers work from home, full training, and a path for advancement based on performance. Interviews are conducted via Zoom.

Responsibilities

• Assess client needs and explain options after the first meeting.
• Maintain relationship with clients post-initial meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, explain options, and stay in the relationship after the first meeting. The role emphasizes client guidance, solution framing, and ongoing follow-up. This position includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene. It offers work from home, full training, and a path for advancement based on performance. Interviews are conducted via Zoom.