Remote Insurance Client Advisor

Aogarciaagency; Evanston (IL); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

Aogarciaagency is seeking a virtual consultant in Evanston, IL to assess client needs, present options, and nurture relationships after the initial meeting. This role focuses on understanding client requirements and guiding them toward suitable solutions via remote discussions.

Administrative duties include note-taking, scheduling, and maintaining CRM hygiene, with a modern tech stack. The position offers full training, remote work, and opportunities for advancement based on performance.

Qualifications

• Assess client needs and present suitable options.
• Maintain relationship after initial meeting.
• Able to work effectively in a remote setup.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Skills

Relationship building

Communication

Time management

Trainable

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.