Part-Time Remote Insurance Advisor – Training & Growth

AO Garcia Agency; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant who can assess client needs, present options, and maintain client relationships beyond the initial meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with the flexibility of remote work from home.

The position emphasizes a qualified-interest pipeline, ongoing training, and a supportive structure with performance-based advancement and up-to-date technology tools.

Responsibilities

• You assess needs, explain options, and stay involved after the first meeting to nurture the relationship.
• Administrative duties include taking notes, scheduling, and maintaining CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant who can assess client needs, present options, and maintain client relationships beyond the initial meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with the flexibility of remote work from home.

The position emphasizes a qualified-interest pipeline, ongoing training, and a supportive structure with performance-based advancement and up-to-date technology tools.