Remote Policy Enrollment Consultant — Full Training & Growth

AO Garcia Agency; United States; Remote; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. This remote role emphasizes thoughtful guidance and a consultative approach, with an emphasis on building trust via video calls.

You'll handle administrative tasks such as notes, scheduling, and CRM hygiene, and you will train with the full company stack. Interviews take place on Zoom, and success is measured by pipeline progression and client

Qualifikationen

• Interviews on Zoom.
• CRM hygiene and notes management are required.

Aufgaben

• Assess needs and present options to clients.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Kenntnisse

Driven

Trainable

Dependable

Comfortable on camera

CRM usage

Tools

CRM

Jobbeschreibung

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. This remote role emphasizes thoughtful guidance and a consultative approach, with an emphasis on building trust via video calls.

You'll handle administrative tasks such as notes, scheduling, and CRM hygiene, and you will train with the full company stack. Interviews take place on Zoom, and success is measured by pipeline progression and client