Remote Insurance Advisor — Virtual Consultant with Training

Aogarciaagency; Muncie (IN); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Full training

Work from home

Performance-based advancement

Job summary

Aogarciaagency is seeking a virtual consultant to assess needs, teach options, and nurture client relationships after the initial meeting.

In this remote role, you will handle admin tasks such as notes, appointments, and CRM hygiene, while leveraging the current tech stack and training provided.

The position emphasizes drive, trainability, dependability, and comfort with camera presence.

Responsibilities

• Assess client needs and present options.
• Maintain the relationship after the first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Job description

Aogarciaagency is seeking a virtual consultant to assess needs, teach options, and nurture client relationships after the initial meeting.

In this remote role, you will handle admin tasks such as notes, appointments, and CRM hygiene, while leveraging the current tech stack and training provided.

The position emphasizes drive, trainability, dependability, and comfort with camera presence.