Remote Insurance Consultant | Virtual Advisor

Aogarciaagency; BLOOMINGTON (MN); Remote; USD 52,000 - 78,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with interviews conducted on Zoom.

The position emphasizes drive, trainability, and dependability, with the benefit of working from home and full training provided.

Qualifications

• Must be able to assess client needs and present options clearly.
• CRM hygiene and note-taking responsibility.
• Manage appointments and follow-up communications.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks including notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Video calls

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with interviews conducted on Zoom.

The position emphasizes drive, trainability, and dependability, with the benefit of working from home and full training provided.