Remote Insurance Policy Consultant

AO Garcia Agency; Oregon; Hybrid; USD 55,000 - 75,000; 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 seeks a virtual consultant who identifies client needs, explains options, and maintains the relationship after the first meeting. The role includes admin tasks such as taking notes, scheduling appointments, and keeping CRM hygiene, with training provided and a clear path for advancement.

Work-from-home flexibility and a current tech stack support remote success. This is a performance-driven, client-facing position designed for reliable, camera-friendly professionals who

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Admin responsibilities include notes, appointments, and CRM hygiene.

Tools

CRM

Job description

AO Garcia Agency seeks a virtual consultant who identifies client needs, explains options, and maintains the relationship after the first meeting. The role includes admin tasks such as taking notes, scheduling appointments, and keeping CRM hygiene, with training provided and a clear path for advancement.

Work-from-home flexibility and a current tech stack support remote success. This is a performance-driven, client-facing position designed for reliable, camera-friendly professionals who