Remote Insurance Advisor & Client Relationship

AO Garcia Agency; Chattanooga (TN); Remote; USD 45,000 - 65,000; 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 seeks a virtual consultant to assess client needs, present suitable options, and guide decisions while maintaining the relationship after the initial meeting. You’ll handle admin tasks like notes and CRM hygiene, and operate within a current tech stack from a remote location.

The role emphasizes drive, trainability, dependability, a competitive nature, and comfort with being on camera. Training is provided and advancement is performance-based.

Responsibilities

• Assess client needs and tailor options.
• Teach options to clients and guide decision-making.
• Stay in the relationship after the first meeting to ensure satisfaction.

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present suitable options, and guide decisions while maintaining the relationship after the initial meeting. You’ll handle admin tasks like notes and CRM hygiene, and operate within a current tech stack from a remote location.

The role emphasizes drive, trainability, dependability, a competitive nature, and comfort with being on camera. Training is provided and advancement is performance-based.