Remote Policyholder Care Consultant

Aogarciaagency; Columbus (GA); Remote; USD 50,000 - 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

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and guide decisions after the first meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene, all performed remotely.

Interviews are held on Zoom. The position offers training, a qualified-interest pipeline, current tech stack, and opportunities for performance-based advancement, with no cold calling.

Responsibilities

• Assess client needs and present suitable options.
• Guide clients to decisions after the first meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and guide decisions after the first meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene, all performed remotely.

Interviews are held on Zoom. The position offers training, a qualified-interest pipeline, current tech stack, and opportunities for performance-based advancement, with no cold calling.