Insurance Client Services Associate - Remote

Aogarciaagency; Alamogordo (NM); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting.

Admin duties include notes, appointments, and CRM hygiene. The position offers full training and work-from-home flexibility, with a focus on using the current tech stack and opportunities for advancement based on performance.

Responsibilities

• Assess client needs, present options, and maintain relationships after the initial meeting.
• Admin tasks: take notes, schedule appointments, and maintain CRM hygiene.

Skills

Driven

Trainable

Dependable

Video calls comfortable

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.