Insurance Client Services Associate – Remote

AO Garcia Agency; Gresham (OR); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified pipeline

Performance-based advancement

Full training

Tech stack in use

Remote work

Job summary

AO Globe Life is seeking a virtual consultant based in the United States to assess client needs, explain options, and maintain the relationship after the first meeting.

The role includes admin work such as notes, appointments, and CRM hygiene, with full training and a qualified pipeline. Interviews are conducted on Zoom, and the position offers remote work with performance-based advancement.

Responsibilities

• Assess client needs and teach options to clients.
• Maintain CRM hygiene, take notes, and schedule appointments.
• Participate in interviews via Zoom.

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.

Interviews on Zoom.