Remote Policy Enrollment Specialist

AO Garcia Agency; Aurora (IL); Remote; USD 42,000 - 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

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and stay engaged after the initial meeting to move the relationship forward. The role emphasizes ongoing client guidance and relationship building.

The position includes administrative tasks such as note-taking, appointment scheduling, and CRM hygiene, all while working from home. Zoom interviews are conducted as part of the process.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and stay engaged after the initial meeting to move the relationship forward. The role emphasizes ongoing client guidance and relationship building.

The position includes administrative tasks such as note-taking, appointment scheduling, and CRM hygiene, all while working from home. Zoom interviews are conducted as part of the process.