Remote Insurance Advisor — No Cold Calling, Full Training

AO Garcia Agency; El Paso (TX); Remote; USD 42,000 - 66,000; 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 based in the United States to assess client needs, present suitable options, and nurture the relationship after the first meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene, with the flexibility to work from home.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with Zoom interviews conducted as part of the process.

Responsibilities

• Assess client needs during the initial engagement and tailor options accordingly.
• Maintain relationship after the first meeting to drive ongoing engagement and retention.
• Admin tasks: take notes, schedule appointments, and keep CRM hygiene up to date.

Job description

AO Garcia Agency is seeking a virtual consultant based in the United States to assess client needs, present suitable options, and nurture the relationship after the first meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene, with the flexibility to work from home.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with Zoom interviews conducted as part of the process.