Remote Insurance Advisor & Virtual Consultant

AO Garcia Agency; Williston (ND); Remote; USD 60,000 - 90,000; 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 maintain ongoing relationships after the initial meeting. The role includes essential admin duties such as notes, scheduling, and CRM hygiene, all performed remotely with ongoing training and a clear performance trajectory.

The position emphasizes a driven, trainable, and dependable mindset, with comfort on camera and a willingness to compete in a dynamic environment, plus access to current tech tools.

Responsibilities

• Assess client needs and present options to clients.
• Maintain the client relationship after the first meeting.
• Admin tasks including notes, appointments, and CRM hygiene.

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes essential admin duties such as notes, scheduling, and CRM hygiene, all performed remotely with ongoing training and a clear performance trajectory.

The position emphasizes a driven, trainable, and dependable mindset, with comfort on camera and a willingness to compete in a dynamic environment, plus access to current tech tools.