Remote Insurance Client Advisor — Virtual Consultant

AO Garcia Agency; United States; Remote; USD 60,000 - 80,000; 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 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.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

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.