Remote Insurance Solutions Advisor

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

No Cold Calling

Full training

Work from home

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant in the United States (Oregon) to assess needs, teach options, and stay engaged after the first meeting. The role emphasizes relationship-building and ongoing client support.

Responsibilities include handling admin tasks (notes, appointments, CRM hygiene), leveraging the current tech stack, and performing full training with a focus on a quality pipeline. This is work-from-home with a performance-based advancement path.

Qualifications

• Assess client needs and present options.
• Maintain relationship after first meeting.
• Admin tasks: notes, appointments, CRM hygiene.
• Comfort with camera and virtual meetings.

Responsibilities

• Assess client needs and present options.
• Stay in relationship after first meeting.
• Handle admin: notes, appointments, CRM hygiene.
• Work from home with current tech stack.

Skills

Relationship-building

Needs assessment

Communication

Remote work discipline

Job description

AO Garcia Agency is seeking a virtual consultant in the United States (Oregon) to assess needs, teach options, and stay engaged after the first meeting. The role emphasizes relationship-building and ongoing client support.

Responsibilities include handling admin tasks (notes, appointments, CRM hygiene), leveraging the current tech stack, and performing full training with a focus on a quality pipeline. This is work-from-home with a performance-based advancement path.