Remote Insurance Advisor - Virtual Consults & Growth

Aogarciaagency; Santa Ana (CA); Remote; USD 52,000 - 78,000; Full time

Benefits offered by this job

No cold calling

Full training

Remote work

Performance-based advancement

Job summary

Aogarciaagency in the United States is seeking a driven Virtual Consultant to assess client needs, teach options, and guide them after the first meeting. This role emphasizes consultative engagement, relationship-building, and working from home.

You will handle admin tasks such as notes, scheduling, and CRM hygiene, while staying aligned with the customer journey and company training. A reliable, camera-friendly communicator fits here.

Responsibilities

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

Job description

Aogarciaagency in the United States is seeking a driven Virtual Consultant to assess client needs, teach options, and guide them after the first meeting. This role emphasizes consultative engagement, relationship-building, and working from home.

You will handle admin tasks such as notes, scheduling, and CRM hygiene, while staying aligned with the customer journey and company training. A reliable, camera-friendly communicator fits here.