Remote Insurance Account Consultant - No Cold Calling

Aogarciaagency; Santa Fe (NM); Remote; USD 60,000 - 90,000; 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 remote virtual consultant to assess client needs, present options, and nurture relationships beyond the first meeting. The role emphasizes strong administrative skills, including notes, appointments, and CRM hygiene. Interviews are conducted on Zoom.

You will join a team that values drive, trainability, dependability, and comfort with a camera, with opportunities for advancement based on performance and a clear training path.

Qualifications

• Must be comfortable with video interviews (Zoom)
• Strong administrative skills (notes, appointments, CRM hygiene)

Responsibilities

• Assess client needs and tailor options
• Educate clients on available solutions
• Maintain client relationships after the first meeting
• Handle administrative tasks: notes, scheduling, CRM hygiene

Skills

Driven

Trainable

Dependable

Camera-friendly

Job description

Aogarciaagency is seeking a remote virtual consultant to assess client needs, present options, and nurture relationships beyond the first meeting. The role emphasizes strong administrative skills, including notes, appointments, and CRM hygiene. Interviews are conducted on Zoom.

You will join a team that values drive, trainability, dependability, and comfort with a camera, with opportunities for advancement based on performance and a clear training path.