Remote Policyholder Advisor & Relationship Builder

Aogarciaagency; Norwalk (CT); Remote; USD 55,000 - 75,000; 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

Aogarciaagency is seeking a virtual consultant who will assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, all from a remote setting.

Ideal candidates are driven, trainable, dependable, and comfortable with competition and video conferencing. This position emphasizes training, a defined tech stack, and advancement based on performance.

Qualifications

• Admin is part of the job: notes, appointments, CRM hygiene.
• Traits that work here include being driven, trainable, dependable, comfortable competing, and fine with a camera.

Responsibilities

• 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

Aogarciaagency is seeking a virtual consultant who will assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, all from a remote setting.

Ideal candidates are driven, trainable, dependable, and comfortable with competition and video conferencing. This position emphasizes training, a defined tech stack, and advancement based on performance.