Remote Insurance Consultant (Virtual Advisor)

Aogarciaagency; Fort Lauderdale (FL); 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

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes admin tasks like notes, appointments, and CRM hygiene, with training and advancement opportunities.

Join a remote-friendly team operating in the United States, with a focus on a qualified-interest pipeline and ongoing Zoom interviews.

Qualifications

• Strong communication and active listening skills.
• Comfortable speaking on camera and with Zoom.
• Ability to manage notes, appointments, and CRM hygiene.

Responsibilities

• Assess clients' needs and explain options.
• Maintain CRM hygiene and accurate notes.
• Schedule and coordinate appointments.
• Participate in Zoom interviews as needed.

Skills

Relationship-building

CRM management

Clear communication

Remote work

Tools

CRM software

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes admin tasks like notes, appointments, and CRM hygiene, with training and advancement opportunities.

Join a remote-friendly team operating in the United States, with a focus on a qualified-interest pipeline and ongoing Zoom interviews.