Remote Insurance Advisor (Entry‑Level)

AO Garcia Agency; Ketchikan (AK); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. You will handle administrative duties, keep notes, schedule appointments, and maintain CRM hygiene while working remotely.

The role includes full training and access to the current tech stack, with a path for performance-based advancement and a qualified-interest pipeline.

Responsibilities

• Assess needs and teach options to clients.
• Stay in the relationship after the first meeting to support ongoing engagement.
• Admin tasks: notes, appointments, and CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. You will handle administrative duties, keep notes, schedule appointments, and maintain CRM hygiene while working remotely.

The role includes full training and access to the current tech stack, with a path for performance-based advancement and a qualified-interest pipeline.