Remote Insurance Client Advisor | Virtual Consultant

Aogarciaagency; Huntington (WV); Remote; USD 42,000 - 64,000; 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

Aogarciaagency is seeking a virtual consultant to assess client needs, teach available options, and nurture the relationship after the first meeting. The role blends advisory work with essential admin tasks like notes, scheduling, and CRM hygiene.

Work from home with Zoom interviews, a clear path for advancement based on performance, and training using the current tech stack. Ideal candidates are driven, trainable, dependable, and comfortable on camera.

Qualifications

• Ability to assess client needs and articulate options.
• Administrative tasks including notes, scheduling, and CRM hygiene.
• Strong communication and relationship-building skills.

Responsibilities

• Assess client needs during virtual meetings.
• Educate clients on available options and solutions.
• Maintain client relationships after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, teach available options, and nurture the relationship after the first meeting. The role blends advisory work with essential admin tasks like notes, scheduling, and CRM hygiene.

Work from home with Zoom interviews, a clear path for advancement based on performance, and training using the current tech stack. Ideal candidates are driven, trainable, dependable, and comfortable on camera.