Remote Insurance Advisor - Virtual Consultant & Growth Path

AO Garcia Agency; Brewer (ME); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

CRM hygiene

Job summary

AO Garcia Agency is seeking a virtual consultant to assess needs, present options, and guide clients through decisions while staying in the relationship after the first meeting. The role includes admin tasks such as note-taking, appointment scheduling, and CRM hygiene, with work from home flexibility and ongoing training to stay current with the latest tools and processes.

You will be evaluated on relationship-building, responsiveness, and ability to articulate options clearly in remote

Qualifications

• Excellent communication and listening skills.
• Ability to teach options and guide decisions.
• Comfort with video calls and presenting on camera.

Responsibilities

• Assess client needs and present options.
• Nurture relationships beyond first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Relationship-building

Communication

Coachable

Camera comfort

Tools

CRM software

Job description

AO Garcia Agency is seeking a virtual consultant to assess needs, present options, and guide clients through decisions while staying in the relationship after the first meeting. The role includes admin tasks such as note-taking, appointment scheduling, and CRM hygiene, with work from home flexibility and ongoing training to stay current with the latest tools and processes.

You will be evaluated on relationship-building, responsiveness, and ability to articulate options clearly in remote