Remote Policyholder Solutions Advisor

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

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.