Remote Insurance Advisor – Virtual Consultant, Full Training

AO Garcia Agency; Cleveland (OH); 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 is seeking a virtual consultant based in the United States. The role focuses on assessing client needs, teaching options, and maintaining relationship after the initial meeting, while handling admin tasks such as notes, appointments, and CRM hygiene.

This position is fully remote with a modern tech stack and strong training program. Ideal candidates are driven, trainable, dependable, and comfortable competing on camera.

Responsibilities

• Assess client needs and present appropriate options.
• Stay in relationship with client after the first meeting to support progress.
• Handle admin tasks: notes, appointments and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera comfortable

Job description

AO Garcia Agency is seeking a virtual consultant based in the United States. The role focuses on assessing client needs, teaching options, and maintaining relationship after the initial meeting, while handling admin tasks such as notes, appointments, and CRM hygiene.

This position is fully remote with a modern tech stack and strong training program. Ideal candidates are driven, trainable, dependable, and comfortable competing on camera.