Remote Insurance Advocate - Entry-Level with Training

AO Garcia Agency; Barre (VT); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Current tech stack

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes admin duties like notes, scheduling, and CRM hygiene. Interviews are conducted on Zoom, with the flexibility of a work-from-home setup.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to thrive in a remote environment with ongoing training and support.

Responsibilities

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

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes admin duties like notes, scheduling, and CRM hygiene. Interviews are conducted on Zoom, with the flexibility of a work-from-home setup.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to thrive in a remote environment with ongoing training and support.