Insurance Client Services Associate - Remote

AO Garcia Agency; Bozeman (MT); A distancia; USD 48.000 - 64.000; 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, teach options, and maintain relationships after the first meeting. The role focuses on understanding client goals and guiding them to suitable solutions.

Responsibilities include admin tasks such as notes, appointments, and CRM hygiene, with full training provided. This remote position offers work-from-home flexibility and a performance-based path for advancement.

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.