Home-Based Insurance Representative

AO Garcia Agency

Oregon

Hybrid

USD 50,000 - 70,000

Full time

5 days ago
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Benefits offered by this job

Work from home
Full training
Current tech stack

Job summary

Administrative duties include notes, scheduling, and keeping the CRM clean. The position offers work from home, ongoing training, and a defined path for advancement as you demonstrate performance.

Responsibilities

  • Assess client needs and teach options.
  • Maintain client relationships after the first meeting.
  • Handle admin tasks: notes, appointments, CRM hygiene.

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.

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