Remote Insurance Benefits Representative

AO Garcia Agency; Clarksburg (WV); Remote; USD 40,000 - 60,000; 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 who assesses client needs, presents options, and stays engaged after the first meeting. The role emphasizes relationship-building, notes and CRM hygiene, and admin tasks.

This position offers work from home, no cold calling, a qualified-interest pipeline, full training, and a clear path for advancement within a current tech stack.

Qualifications

• Ability to assess client needs and present options.
• Maintain CRM notes and hygiene to ensure data quality.
• Nurture a qualified-interest pipeline for future engagements.

Responsibilities

• Assess client needs and propose options during consultations.
• Stay engaged with clients after the first meeting to foster relationships.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Needs assessment

Relationship building

CRM hygiene

Remote collaboration

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.