Remote Insurance Advisor - No Cold Calling, Training

Aogarciaagency; Palm Bay (FL); Remote; USD 45,000 - 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

Aogarciaagency is seeking a remote virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. This role emphasizes careful documentation and CRM hygiene while maintaining strong client engagement.

In addition to relationship-building duties, you will manage admin tasks, maintain a qualified-interest pipeline, and participate in full training. The position supports a work-from-home setup with ongoing development and digital collaboration.

Qualifications

• Assess needs, teach options, and nurture relationships after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.
• Candidates should be driven, trainable, dependable, competitive, and comfortable on camera.

Responsibilities

• Engage with clients to assess needs and present options.
• Maintain CRM hygiene and schedule appointments.
• Develop and advance a qualified-interest pipeline.
• Operate in a work-from-home setup with training provided.

Skills

Relationship building

Trainability

Dependability

Communication

Tools

CRM software

Job description

Aogarciaagency is seeking a remote virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. This role emphasizes careful documentation and CRM hygiene while maintaining strong client engagement.

In addition to relationship-building duties, you will manage admin tasks, maintain a qualified-interest pipeline, and participate in full training. The position supports a work-from-home setup with ongoing development and digital collaboration.