Remote Insurance Account Consultant

AO Garcia Agency; Sanford (ME); Remote; USD 45,000 - 75,000; 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

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and stay engaged after the first meeting. The role emphasizes relationship-building and thoughtful option presentation in a remote setting.

You'll handle admin tasks such as notes, appointments, CRM hygiene, and participate in Zoom interviews. Training is provided and you will work with the current tech stack from home.

Qualifications

• Assess client needs and present options.
• Maintain relationship after the initial meeting.
• Comfortable working in a remote setup.
• Interviews on Zoom.

Responsibilities

• Assess client needs and present options to clients.
• Maintain client relationships after the initial meeting.
• Handle admin tasks: notes, scheduling, CRM hygiene.
• Participate in Zoom interviews as part of the process.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and stay engaged after the first meeting. The role emphasizes relationship-building and thoughtful option presentation in a remote setting.

You'll handle admin tasks such as notes, appointments, CRM hygiene, and participate in Zoom interviews. Training is provided and you will work with the current tech stack from home.