Virtual Family Coverage Consultant - Remote & Growth Path

AO Garcia Agency; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

Current tech stack

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role includes admin tasks like notes, appointments, and CRM hygiene, with a focus on building a qualified-interest pipeline and leveraging the current tech stack from home.

The position offers full training, performance-based advancement, and a modern remote setup to thrive in a camera-enabled, customer-facing environment.

Qualifications

• Assess client needs and tailor options for each meeting.
• Maintain CRM hygiene with timely notes and follow-ups.
• Ability to work effectively in a remote, camera-enabled environment.

Responsibilities

• Assess client needs and present suitable options after initial contact.
• Nurture client relationships and stay engaged post first meeting.
• Handle admin tasks like notes, appointments, and CRM upkeep.

Skills

Needs assessment

Relationship building

CRM proficiency

Remote communication

Tools

CRM

Video conferencing

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role includes admin tasks like notes, appointments, and CRM hygiene, with a focus on building a qualified-interest pipeline and leveraging the current tech stack from home.

The position offers full training, performance-based advancement, and a modern remote setup to thrive in a camera-enabled, customer-facing environment.