Remote Policyholder Success Consultant

Aogarciaagency; Harrisburg (SD); Remote; USD 40,000 - 60,000; 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 based in the United States. The role involves assessing client needs, teaching options, and staying in the relationship after the first meeting. Administrative duties include notes, appointments, and CRM hygiene, with training provided and a path for advancement.

Work from home is supported and interviews are conducted on Zoom, with a focus on a driven, trainable, and dependable candidate who is comfortable competing and camera-ready.

Qualifications

• Ability to assess client needs and present options clearly.
• Strong interpersonal skills to maintain client relationships after initial meeting.
• Comfort with a virtual consultative process and online collaboration tools.

Responsibilities

• Assess client needs, present options, and guide decisions.
• Maintain the relationship after the first meeting and ensure follow-through.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Tools

Current tech stack

Job description

Aogarciaagency is seeking a virtual consultant based in the United States. The role involves assessing client needs, teaching options, and staying in the relationship after the first meeting. Administrative duties include notes, appointments, and CRM hygiene, with training provided and a path for advancement.

Work from home is supported and interviews are conducted on Zoom, with a focus on a driven, trainable, and dependable candidate who is comfortable competing and camera-ready.