Remote Policy Review Specialist

AO Garcia Agency; Mount Pleasant (SC); Remote; USD 40,000 - 64,000; Full time

Benefits offered by this job

No cold calling

Work from home

Full training

Qualified-interest pipeline

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and nurture the relationship after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM data clean.

You will work remotely from home, with full training provided and a focus on building a qualified pipeline and ongoing client engagement.

Qualifications

• Ability to assess client needs and present options clearly.
• Maintains professional relationship after initial meeting.
• Comfort with presenting via video/ camera.

Responsibilities

• Assess client needs and educate on options.
• Maintain relationship after the first meeting; follow up with clients.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Skills

Communication skills

Relationship-building

Video presence

Tools

CRM software

Job description

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.