Remote Insurance Client Advisor

AO Garcia Agency; Vancouver; A distancia; CAD 52.000 - 72.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descripción de la vacante

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. This role emphasizes clear communication and proactive problem-solving.

You will handle admin tasks, maintain notes, keep CRM hygiene, and participate in Zoom interviews. Remote work from anywhere in Canada with full training and career advancement opportunities.

Formación

• Interviews on Zoom.
• Willing to work from home and adapt to training.

Responsabilidades

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Conocimientos

Driven

Trainable

Dependable

Competitive

Camera comfortable

Descripción del empleo

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.