Remote Insurance Advisor | Virtual Consultant

AO Garcia Agency; Hoover (AL); Remote; USD 50,000 - 70,000; 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 who can assess client needs, present options, and maintain relationships after the initial meeting. The role includes essential admin duties such as notes, appointments, and CRM hygiene, with a focus on staying current with the tech stack while delivering value remotely.

The right candidate is driven, trainable, dependable, comfortable competing, and camera-friendly, thriving in a home-based environment and in front of clients during virtual meetings.

Qualifications

• Admin duties include notes, appointments, CRM hygiene.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Job description

AO Garcia Agency seeks a virtual consultant who can assess client needs, present options, and maintain relationships after the initial meeting. The role includes essential admin duties such as notes, appointments, and CRM hygiene, with a focus on staying current with the tech stack while delivering value remotely.

The right candidate is driven, trainable, dependable, comfortable competing, and camera-friendly, thriving in a home-based environment and in front of clients during virtual meetings.