Remote Policy Services Representative

AO Garcia Agency; Macon (GA); 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 self-driven virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role emphasizes remote work, CRM hygiene, and reliable follow-up.

You will handle admin tasks (notes, appointments, CRM hygiene) and benefit from a supportive training program, a qualified-interest pipeline, and a performance-based path for advancement.

Qualifications

• Willingness to work remotely.
• Good communication and relationship-building skills.

Responsibilities

• Assess client needs and teach options to clients.
• Stay in the relationship after the first meeting to support ongoing engagement.
• Handle administrative tasks: notes, appointments, CRM hygiene.

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.