Remote Insurance Client Advisor

AO Garcia Agency; United States; À distance; USD 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. This role includes administrative duties like note-taking, scheduling, and keeping CRM up to date, with a fully remote setup and ongoing training.

You'll thrive if you are driven, trainable, dependable, competitive, and comfortable on camera, with a proven ability to manage multiple tasks in a remote environment.

Qualifications

• Ability to assess client needs and present suitable options.
• Maintain accurate notes, scheduling, and CRM hygiene.

Responsabilités

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Connaissances

Driven

Trainable

Dependable

Competitive

Camera-friendly

Description du poste

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.