Remote Insurance Solutions Consultant - No Cold Calling
AO Garcia Agency
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Benefits offered by this job
Job summary
AO Garcia Agency in the United States seeks a remote virtual consultant who assesses client needs, presents options, and stays engaged in the relationship after the first meeting.
Admin tasks include notes, appointments, and CRM hygiene. The role includes full training, access to the current tech stack, a qualified-interest pipeline, and opportunities for performance-based advancement.
Responsibilities
- Assess client needs and present options during the initial engagement.
- Maintain relationship after the first meeting; ensure CRM hygiene and notes.
Job description
AO Garcia Agency in the United States seeks a remote virtual consultant who assesses client needs, presents options, and stays engaged in the relationship after the first meeting.
Admin tasks include notes, appointments, and CRM hygiene. The role includes full training, access to the current tech stack, a qualified-interest pipeline, and opportunities for performance-based advancement.
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