Remote Insurance Advisor — Full Training & Growth

AO Garcia Agency; Reading (Berks County); Remote; USD 52,000 - 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 seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes admin tasks such as notes, scheduling, and CRM hygiene, with a focus on seamless remote support.

You'll join a seat that offers training, a defined pipeline, and the opportunity to advance based on performance, while leveraging the current tech stack from home.

Qualifications

• Must be driven, trainable, dependable and comfortable with a camera.
• Experience in virtual consulting or relationship-building is a plus.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Client relationship management

Communication skills

Remote work

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes admin tasks such as notes, scheduling, and CRM hygiene, with a focus on seamless remote support.

You'll join a seat that offers training, a defined pipeline, and the opportunity to advance based on performance, while leveraging the current tech stack from home.