Remote Policy Services Consultant — No Cold Calling, Growth

AO Garcia Agency; Fort Worth (TX); Remote; USD 40,000 - 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, teach options, and nurture the relationship after the initial meeting. Admin duties include accurate notes, scheduling, and CRM hygiene to keep records clean and accessible.

The role is remote, with full training, access to current tech stack, and opportunities for advancement based on performance. Ideal candidates are driven, trainable, dependable, camera-friendly, and comfortable on video.

Qualifications

• Virtual consultant role focusing on needs assessment and option teaching.
• Admin duties include notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present options.
• Maintain relationship after first meeting and ensure CRM hygiene.

Skills

On-camera presentation

Relationship building

CRM management

Remote work

Driven

Trainable

Dependable

Camera-friendly

Assertive

Tools

CRM software

Job description

AO Garcia Agency seeks a Virtual consultant to assess client needs, teach options, and nurture the relationship after the initial meeting. Admin duties include accurate notes, scheduling, and CRM hygiene to keep records clean and accessible.

The role is remote, with full training, access to current tech stack, and opportunities for advancement based on performance. Ideal candidates are driven, trainable, dependable, camera-friendly, and comfortable on video.