Remote Insurance Benefits Liaison

AO Garcia Agency; Santa Fe (NM); À distance; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting.

The role includes administrative duties such as notes, appointments, and CRM hygiene. You will work from home with the support of our current tech stack and training. Strong communication and reliability are essential.

Responsabilités

• Assess client needs, present options, and maintain the relationship after the first meeting.
• Admin is part of the job: notes, appointments, and CRM hygiene.
• Work from home with access to current tech stack.

Description du poste

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.