Remote Insurance Client Advisor – Virtual Consultations
AO Garcia Agency
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Benefits offered by this job
Job summary
AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role focuses on understanding client goals and guiding them to suitable solutions.
Responsibilities include admin tasks such as notes, appointments, and CRM hygiene, with full training provided. This remote position offers work-from-home flexibility and a performance-based path for advancement.
Job description
AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role focuses on understanding client goals and guiding them to suitable solutions.
Responsibilities include admin tasks such as notes, appointments, and CRM hygiene, with full training provided. This remote position offers work-from-home flexibility and a performance-based path for advancement.
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