Remote Insurance Consultant & Client Relationship Advisor

AO Garcia Agency; Milford (DE); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes administrative duties like notes, appointment setting, and CRM hygiene, with a work-from-home setup.

No cold calling, a qualified-interest pipeline, and full training accompany the seat. This position offers ongoing training and a path for advancement within a performance-driven environment.

Responsibilities

• Assess needs of clients and present options.
• Maintain the client relationship after the first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes administrative duties like notes, appointment setting, and CRM hygiene, with a work-from-home setup.

No cold calling, a qualified-interest pipeline, and full training accompany the seat. This position offers ongoing training and a path for advancement within a performance-driven environment.