Remote Policy Solutions Consultant

AO Garcia Agency; Sheridan (WY); Remote; USD 60,000 - 80,000; 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 is seeking a virtual consultant to assess client needs, present options, and maintain the relationship beyond the first meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM hygiene up to date.

Interviews are conducted via Zoom with the possibility of working from home. The ideal candidate is driven, trainable, dependable, and comfortable on camera, ready to thrive in a remote work setup and participate in

Responsibilities

• 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.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship beyond the first meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM hygiene up to date.

Interviews are conducted via Zoom with the possibility of working from home. The ideal candidate is driven, trainable, dependable, and comfortable on camera, ready to thrive in a remote work setup and participate in