Virtual Policyholder Support Representative

Aogarciaagency; Columbia (SC); Remote; USD 40,000 - 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

At Aogarciaagency, we are seeking a virtual consultant to assess client needs, present tailored options, and stay engaged after the initial meeting to foster ongoing relationships.

The role includes administrative duties such as notes, appointments, and CRM hygiene, with the flexibility to work from home. You’ll join a team that values drive, trainability, dependability, and a competitive mindset, including comfort with cameras on calls and meetings.

Responsibilities

• Assess client needs and present options virtually.
• Maintain relationships after the first meeting to nurture potential opportunities.

Skills

Driven

Trainable

Dependable

Competitive

Camera friendly

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.