Remote Insurance Client Advisor

AO Garcia Agency; Milford (DE); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes administrative duties like notes, appointment setting, and CRM hygiene, with a work-from-home setup.

No cold calling, a qualified-interest pipeline, and full training accompany the seat. This position offers ongoing training and a path for advancement within a performance-driven environment.

Responsibilities

• Assess needs of clients and present options.
• Maintain the client relationship after the first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

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.