Remote Insurance Policy Advisor | Virtual Consultant

AO Garcia Agency; Sacramento (CA); Remote; USD 55,000 - 85,000; 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 who analyzes client needs, explains options, and nurtures the relationship after the initial meeting. The role includes administrative tasks like notes, appointments, and CRM hygiene, and offers the comforts of remote work with ongoing training and growth opportunities.

Ideal candidates are driven, trainable, dependable, comfortable competing, and media-ready on camera.

Responsibilities

• Assess client needs and teach options in a virtual consultative setting.
• Maintain and update client relationships after the first meeting (CRM hygiene, notes, appointments).

Job description

AO Garcia Agency is seeking a virtual consultant who analyzes client needs, explains options, and nurtures the relationship after the initial meeting. The role includes administrative tasks like notes, appointments, and CRM hygiene, and offers the comforts of remote work with ongoing training and growth opportunities.

Ideal candidates are driven, trainable, dependable, comfortable competing, and media-ready on camera.