Entry-Level Insurance Representative - Remote

AO Garcia Agency; Toledo (OH); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting.

The role includes essential admin tasks such as taking notes, scheduling appointments, and keeping the CRM up to date, with a fully remote setup and comprehensive training provided.

Qualifications

• Experience in client-facing advisory roles is preferred.

Responsibilities

• Assess client needs and present suitable options to clients.
• Stay in the relationship after the first meeting to foster trust and retention.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Skills

Relationship building

Communication

Tools

CRM

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.