Remote Family Coverage Specialist

AO Garcia Agency; Oregon; Hybrid; USD 28.000 - 62.000; Vollzeit

Benefits dieser Stelle

Work from home

Full training

Current tech stack

No cold calling

Qualified-interest pipeline

Performance-based advancement

Zusammenfassung

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide the relationship beyond the initial meeting. This role emphasizes clear communication, problem solving, and the ability to build trust remotely.

You will handle admin tasks such as notes, meeting scheduling, and CRM hygiene, while utilizing the current tech stack. This position offers work-from-home flexibility and opportunities for advancement based on performance.

Qualifikationen

• Experience in a virtual consultant or similar client-facing role.

Aufgaben

• Assess client needs, teach options, and maintain the relationship after the first meeting.

Jobbeschreibung

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.