Remote Insurance Benefits Representative

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

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.