Remote Insurance Client Advisor

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 70,000; 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 to assess client needs, present options, and nurture the relationship after the first meeting across remote platforms. You will manage admin tasks, notes, appointments, and CRM hygiene while leveraging the current tech stack.

Enjoy full training and a qualified-interest pipeline with no cold calling, plus work-from-home flexibility. Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to compete while delivering

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.