Remote Insurance Benefits Liaison

AO Garcia Agency; Oregon; Hybrid; USD 60,000 - 100,000; 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

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture relationships beyond the initial meeting. The role includes administrative duties such as notes, scheduling, and keeping the CRM clean.

This position offers remote work with opportunities for advancement and full training, supported by a current tech stack to enable productive collaboration. Ideal candidates are driven, trainable, dependable, comfortable with competition, and at ease on camera.

Qualifications

• Experience in client-facing consulting is a plus.
• Strong communication and virtual collaboration skills are essential.

Responsibilities

• Assess client needs and preferences.
• Explain options and guide decision-making.
• Maintain ongoing relationships after initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM experience

Relationship management

Needs assessment

Remote work

Tools

CRM software

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.