Remote Insurance Advisor — Virtual Consultant with Growth

Aogarciaagency; Hendersonville (TN); À distance; USD 42 000 - 66 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

Aogarciaagency is seeking a Virtual Consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role blends advisory work with essential admin tasks, including notes, appointments, and CRM hygiene, all performed remotely.

You will train on the current tech stack, participate in Zoom interviews, and enjoy a work-from-home setup with opportunities for advancement based on performance.

Qualifications

• Driven and trainable with a dependable work ethic.
• Comfortable on camera and able to build rapport in virtual meetings.
• Ability to manage admin tasks and CRM hygiene efficiently.

Responsabilités

• Assess client needs and present suitable options.
• Nurture client relationships after the first meeting to foster long-term engagement.
• Handle administrative duties (notes, appointments, CRM hygiene) to keep records accurate.

Description du poste

Aogarciaagency is seeking a Virtual Consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role blends advisory work with essential admin tasks, including notes, appointments, and CRM hygiene, all performed remotely.

You will train on the current tech stack, participate in Zoom interviews, and enjoy a work-from-home setup with opportunities for advancement based on performance.