Remote Insurance Advisor - Virtual Consultations & Growth

Aogarciaagency; Sumter (SC); Remote; USD 42,000 - 68,000; 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

Aogarciaagency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role includes administrative duties like taking notes, scheduling appointments, and keeping CRM data clean.

The position offers remote work with training and a path for advancement based on performance. A current tech stack is used to manage the client pipeline, and there is no cold calling involved.

Responsibilities

• Assess needs, teach options, and maintain relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Relationship building

Tools

CRM software

Job description

Aogarciaagency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role includes administrative duties like taking notes, scheduling appointments, and keeping CRM data clean.

The position offers remote work with training and a path for advancement based on performance. A current tech stack is used to manage the client pipeline, and there is no cold calling involved.