Virtual Policyholder Support Representative

AO Globe Life; Kapolei (HI); Remote; USD 34,000 - 55,000; Full time

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs and present suitable options while maintaining the relationship after the initial meeting.

The role includes administrative duties such as taking notes, scheduling appointments, and CRM hygiene, with interviews conducted on Zoom. Training is provided and a current tech stack is in use. Work-from-home setup encouraged.

Qualifications

• Must be comfortable on Zoom.
• Experience with virtual consultations.
• Strong administrative skills.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks incl. notes, appointments, and CRM hygiene.
• Participate in Zoom interviews.

Skills

Driven

Trainable

Dependable

Competitive

Camera-ready

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.

Interviews on Zoom.