Remote Policy Services Representative

AO Garcia Agency; Fort Worth (TX); Remote; USD 40.000 - 70.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

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

Kenntnisse

On-camera presentation

Relationship building

CRM management

Remote work

Driven

Trainable

Dependable

Camera-friendly

Assertive

Tools

CRM software

Jobbeschreibung

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.