Remote Policy Review Specialist

AO Garcia Agency; Norwalk (CT); Remote; USD 52,000 - 78,000; 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 who assesses client needs, explains options, and remains engaged after the first meeting. You will manage notes, appointments, and CRM hygiene to keep pipelines clean while delivering a high-touch experience from home.

This role emphasizes reliability, trainability, and eagerness to perform in a fully remote environment, with a structured onboarding and ongoing coaching using the current tech stack.

Qualifications

• Experience in virtual/remote advisory is preferred.
• Ability to teach options and guide clients clearly.
• Comfort with admin tasks and CRM hygiene.

Responsibilities

• Assess client needs and present suitable options.
• Nurture relationships after initial meeting.
• Handle notes, appointments, and CRM hygiene.

Skills

CRM management

Note taking

Appointment scheduling

Relationship management

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.