Remote Policyholder Services Representative

Aogarciaagency; United States; Remote; USD 60,000 - 90,000; 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 seeks a Virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. This remote role emphasizes consultative selling and value-based recommendations.

You will also manage admin tasks like notes, appointments, and CRM hygiene while benefiting from full training and clear paths for advancement in a performance-driven environment.

Qualifications

• Experience in virtual consultative selling or advisory roles.
• Ability to assess client needs and articulate options clearly.
• Comfortable building ongoing client relationships after initial meetings.

Responsibilities

• Assess client needs and present suitable options.
• Teach and explain solutions to clients.
• Maintain relationship with clients after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Needs assessment

CRM usage

Communication

Relationship building

Tools

CRM software

Email platforms

Job description

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.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.