Remote Policyholder Services Consultant

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide decisions after the first meeting. The role emphasizes relationship-building and ongoing client engagement.

In addition to client work, the position covers admin duties such as taking notes, scheduling appointments, and keeping CRM hygiene up to date. A proactive, camera-ready, and trainable mindset helps you excel in this remote, fully work-from-home role.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide decisions after the first meeting. The role emphasizes relationship-building and ongoing client engagement.

In addition to client work, the position covers admin duties such as taking notes, scheduling appointments, and keeping CRM hygiene up to date. A proactive, camera-ready, and trainable mindset helps you excel in this remote, fully work-from-home role.