Remote Insurance Benefits Consultant

AO Garcia Agency; Urbandale (IA); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Full training

Work from home

Performance-based advancement

Current tech stack

No cold calling

Job summary

AO Garcia Agency in the United States is seeking a virtual consultant who can assess client needs, present options, and nurture the relationship after the initial meeting.

You will handle admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, all from a home-based setup. The role emphasizes being driven, trainable, and dependable, with comfort on camera to engage prospects.

Qualifications

• Must have strong client-facing communication and active listening skills.
• Ability to work independently in a remote setup.
• Comfort presenting options and speaking on camera to clients.
• Attention to detail in notes and CRM hygiene.

Responsibilities

• Assess client needs and present suitable options.
• Nurture client relationships after initial meeting.
• Maintain notes, schedule appointments, and clean CRM data.
• Engage clients with professional on-camera presence.

Skills

Needs assessment

Virtual communication

Relationship building

CRM proficiency

Tools

CRM software

Job description

AO Garcia Agency in the United States is seeking a virtual consultant who can assess client needs, present options, and nurture the relationship after the initial meeting.

You will handle admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, all from a home-based setup. The role emphasizes being driven, trainable, and dependable, with comfort on camera to engage prospects.