Remote Insurance Client Advisor

AO Garcia Agency; Brookings (SD); Remote; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Garcia Agency is seeking a virtual consultant who assesses client needs, explains options, and remains engaged in the relationship after the initial meeting. This role emphasizes remote work and ongoing client stewardship.

Administrative duties include notes, appointment setting, and CRM hygiene, with full training and a current tech stack provided. The position supports a work-from-home setup and requires comfort on camera.

Aufgaben

• Assess client needs and present options
• Maintain relationships after the first meeting
• Admin tasks: notes, scheduling, CRM hygiene

Jobbeschreibung

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.