Remote Insurance Consultant — Entry Level & Training

Aogarciaagency; Greenwich (CT); Remote; USD 60,000 - 100,000; 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 in the United States to assess client needs, present options, and guide the relationship beyond the first meeting. This role focuses on understanding client goals and offering tailored solutions from home.

In addition to client work, the position includes mandatory admin duties such as notes, appointments, and CRM hygiene. Training is provided and there is a clear path for advancement based on performance.

Qualifications

• Assess client needs, teach options, and maintain relationship after the first meeting.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Camera-friendly

Competitive

Job description

Aogarciaagency is seeking a virtual consultant in the United States to assess client needs, present options, and guide the relationship beyond the first meeting. This role focuses on understanding client goals and offering tailored solutions from home.

In addition to client work, the position includes mandatory admin duties such as notes, appointments, and CRM hygiene. Training is provided and there is a clear path for advancement based on performance.