Remote Policyholder Consultant | Virtual Advisor & CRM Pro

AO Garcia Agency; Kent (WA); Remote; USD 50,000 - 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

AO Garcia Agency seeks a virtual consultant who assesses client needs, explains options clearly, and stays engaged with the relationship after the first meeting. This remote role emphasizes proactive communication and customer-centric problem solving.

Administrative duties include notes, appointments, and CRM hygiene. We provide full training, a current tech stack, and a performance‑based advancement path for driven, trainable, dependable professionals who are comfortable on camera.

Qualifications

• Traits listed: Driven, Trainable, Dependable, Comfortable competing, Fine with a camera.

Responsibilities

• Assess client needs and explain options to them.
• Stay engaged with the relationship after the first meeting.
• Admin duties: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera comfort

Job description

AO Garcia Agency seeks a virtual consultant who assesses client needs, explains options clearly, and stays engaged with the relationship after the first meeting. This remote role emphasizes proactive communication and customer-centric problem solving.

Administrative duties include notes, appointments, and CRM hygiene. We provide full training, a current tech stack, and a performance‑based advancement path for driven, trainable, dependable professionals who are comfortable on camera.