Remote Policy Review Consultant

AO Garcia Agency; Georgetown (KY); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. This role emphasizes remote collaboration and ongoing client care.

Administrative tasks are part of the job, including notes, appointments, and CRM hygiene. Zoom interviews and training are provided, with full onboarding and use of the current tech stack.

Responsibilities

• Assess client needs, present options, and maintain the relationship after the first meeting.
• Administrative tasks: notes, appointment scheduling, CRM hygiene.
• Interviews conducted on Zoom.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. This role emphasizes remote collaboration and ongoing client care.

Administrative tasks are part of the job, including notes, appointments, and CRM hygiene. Zoom interviews and training are provided, with full onboarding and use of the current tech stack.