Virtual Coverage Consultant | Remote Relationship Builder

AO Garcia Agency; Boulder (CO); A distancia; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descripción de la vacante

AO Garcia Agency is seeking a virtual consultant who can assess client needs, present options, and maintain ongoing relationships after the first meeting. The role includes administrative tasks such as notes, appointment scheduling, and CRM hygiene, with the flexibility of a fully remote setup and Zoom interviews.

Training is provided and a performance-based advancement path is available. Successful candidates are driven, trainable, and comfortable on camera, able to work independently, and

Formación

• Driven, trainable, dependable
• Comfortable on camera
• Interviews on Zoom

Responsabilidades

• Assess needs and present suitable options to clients.
• Nurture the client relationship after the initial meeting.
• Handle admin duties: take notes, schedule appointments, maintain CRM hygiene

Descripción del empleo

AO Garcia Agency is seeking a virtual consultant who can assess client needs, present options, and maintain ongoing relationships after the first meeting. The role includes administrative tasks such as notes, appointment scheduling, and CRM hygiene, with the flexibility of a fully remote setup and Zoom interviews.

Training is provided and a performance-based advancement path is available. Successful candidates are driven, trainable, and comfortable on camera, able to work independently, and