Remote Insurance Consultant — Full Training & Growth Path

AO Garcia Agency; Broken Arrow (OK); Remote; USD 45,000 - 65,000; 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 maintain client relationships after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and keeping the CRM up to date.

Successful candidates are driven, trainable, dependable, and comfortable with competition and cameras. Training is provided, and there is room for advancement in this remote position.

Qualifications

• Virtual consultant role responsibilities: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.
• Traits that work here: Driven, Trainable, Dependable, Comfortable competing, Fine with a camera.

Responsibilities

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin duties: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Tools

CRM

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain client relationships after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and keeping the CRM up to date.

Successful candidates are driven, trainable, dependable, and comfortable with competition and cameras. Training is provided, and there is room for advancement in this remote position.