Remote Policy Enrollment Advisor

Aogarciaagency; Yankton (SD); 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, teach options, and maintain relationships after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene, with training provided and no cold calling.

The role is remote and leverages the current tech stack to stay connected with clients. Ideal candidates are driven, trainable, dependable, and comfortable on camera, willing to compete and advance based on performance, with full training available

Qualifications

• Experience with virtual consulting or remote customer engagement.
• Ability to learn options and teach customers.

Responsibilities

• Assess client needs and present options to clients.
• Educate clients and maintain relationships after the first meeting.
• Handle admin tasks: take notes, schedule appointments, maintain CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Comfortable on camera

Tools

CRM

Job description

Aogarciaagency is seeking a Virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene, with training provided and no cold calling.

The role is remote and leverages the current tech stack to stay connected with clients. Ideal candidates are driven, trainable, dependable, and comfortable on camera, willing to compete and advance based on performance, with full training available