Virtual Policyholder Support Representative

AO Garcia Agency; Prattville (AL); Remote; USD 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

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

Kenntnisse

Driven

Trainable

Dependable

Competitive

Camera-friendly

Jobbeschreibung

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.