Remote Insurance Client Concierge & Advisor

AO Garcia Agency; Saint George (UT); Remote; USD 28,000 - 48,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Current tech stack

Performance-based advancement

CRM-enabled workflow

Job summary

AO Garcia Agency is seeking a virtual consultant who can assess client needs, present options, and maintain relationships after the first meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with a focus on remote collaboration and continuous client engagement.

Successful candidates are driven, trainable, dependable, and comfortable on camera, able to thrive in a performance-based advancement structure and enjoy a fully remote setup.

Qualifications

• Candidates should be self-motivated and results-oriented.
• Ability to learn options and teach them to clients.
• Comfort with presenting and building client relationships virtually.

Responsibilities

• Assess client needs, present options, and guide decisions.
• Maintain relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Job description

AO Garcia Agency is seeking a virtual consultant who can assess client needs, present options, and maintain relationships after the first meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with a focus on remote collaboration and continuous client engagement.

Successful candidates are driven, trainable, dependable, and comfortable on camera, able to thrive in a performance-based advancement structure and enjoy a fully remote setup.