Remote Family Coverage Specialist

AO Garcia Agency; Livonia (MI); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

CRM hygiene

Note taking

Appointment scheduling

Virtual consulting

Tools

CRM system

Video conferencing

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.