Remote Policyholder Success Specialist

AO Garcia Agency; Prattville (AL); 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

AO Garcia Agency seeks a virtual consultant to assess client needs, explain options, and nurture relationships after the initial meeting. The role includes essential admin tasks like notes, scheduling, and CRM hygiene, with strong emphasis on accurate records and follow-through.

This position offers work-from-home flexibility, a structured training program, and a path for advancement based on performance. The ideal candidate is driven, trainable, and comfortable on camera as client interactions

Qualifications

• You are a virtual consultant who assesses needs, explains options, and maintains relationships after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, explain options, and nurture relationships after the initial meeting. The role includes essential admin tasks like notes, scheduling, and CRM hygiene, with strong emphasis on accurate records and follow-through.

This position offers work-from-home flexibility, a structured training program, and a path for advancement based on performance. The ideal candidate is driven, trainable, and comfortable on camera as client interactions