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Posted 1 hour ago

Remote - Policy Services Specialist

@ AO Garcia Agency

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Oakville, Ontario

Remote
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SIGNALS

Overview

AO Garcia Agency is hiring a remote Policy Services Specialist to act as a virtual consultant. The role assesses client needs, explains options, and maintains the relationship after the first meeting, with administrative work such as notes, appointments and CRM upkeep. The posting offers a qualified-interest pipeline, no cold calling, full training and work from home.

Responsibilities:

  • Assess client needs in virtual meetings
  • Explain options and guide decisions
  • Maintain client relationships after first meeting
  • Keep notes, appointments and CRM records up to date

Requirements summary:

  • Driven and dependable
  • Trainable
  • Comfortable competing
  • Fine with a camera

Tools & skills

CRMZoom
Source and dates

Employer career site / ATS feed · lever

Employer posting date
2026-11-12
First seen by our source
2026-11-12
Source record updated
2026-11-12

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityEntry level
DepartmentSales
Travelair: none · ground: none
Work settingHome
PositionMostly sitting
Physical demandsphysical low · computer high
Perks mentionedPaid training

Summary and details written by AI from the posting; the employer’s posting is the authority.

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AO Garcia Agency

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Other recorded names
  • AO Garcia Agency
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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.

If that is your default setting, apply. Interviews on Zoom.

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