Remote Policyholder Advisor & Relationship Builder

Aogarciaagency is seeking a virtual consultant who will assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, all from a remote setting. Ideal candidates are driven, trainable, dependable, and comfortable with competition and video conferencing. This position emphasizes training, a defined tech stack, and advancement based on performance.