Remote Life Insurance Advisor - Virtual Consultations

AO Garcia Agency; Essex Junction (VT); Remoto; USD 50.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descrizione del lavoro

AO Garcia Agency is seeking a virtual consultant to assess needs, present options, and guide clients through decisions. The role emphasizes relationship building after the initial meeting and requires meticulous notes, appointment scheduling, and CRM hygiene.

You’ll benefit from full training, a qualified-interest pipeline, and performance-based advancement, with no cold calling and the ability to work from home using the current tech stack.

Competenze

• CRM proficiency and client relationship skills.
• Strong communicational and listening abilities.
• Comfortable using video calls for meetings.

Mansioni

• Assess client needs and present options.
• Teach available options and guide decisions.
• Maintain relationships after the initial meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Conoscenze

CRM proficiency

Client relationship

Active listening

Video calls

Strumenti

CRM software

Video conferencing

Scheduling tools

Descrizione del lavoro

AO Garcia Agency is seeking a virtual consultant to assess needs, present options, and guide clients through decisions. The role emphasizes relationship building after the initial meeting and requires meticulous notes, appointment scheduling, and CRM hygiene.

You’ll benefit from full training, a qualified-interest pipeline, and performance-based advancement, with no cold calling and the ability to work from home using the current tech stack.