Remote Insurance Solutions Advisor

AO Garcia Agency; Brookings (SD); Remote; USD 60,000 - 90,000; 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 assesses client needs, explains options, and remains engaged in the relationship after the initial meeting. This role emphasizes remote work and ongoing client stewardship.

Administrative duties include notes, appointment setting, and CRM hygiene, with full training and a current tech stack provided. The position supports a work-from-home setup and requires comfort on camera.

Responsibilities

• Assess client needs and present options
• Maintain relationships after the first meeting
• Admin tasks: notes, scheduling, CRM hygiene

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, explains options, and remains engaged in the relationship after the initial meeting. This role emphasizes remote work and ongoing client stewardship.

Administrative duties include notes, appointment setting, and CRM hygiene, with full training and a current tech stack provided. The position supports a work-from-home setup and requires comfort on camera.