Remote Life Insurance Advisor | Virtual Consultations

AO Garcia Agency; Pocatello (ID); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

Job summary

AO Garcia Agency seeks a virtual consultant to assess needs, present options, and nurture relationships after the first meeting. Administrative duties include taking notes, scheduling, and maintaining CRM hygiene. Training is provided, with a supportive pipeline and opportunities for advancement.

The role is remote from the United States, with a clear path for growth and ongoing client engagement.

Qualifications

• Assess customer needs and guide options.
• Maintain relationships after initial meeting.
• Utilize CRM to track interactions.

Responsibilities

• Assist prospective clients via virtual consults.
• Document notes and schedule follow-ups.
• Maintain CRM hygiene and appointments.

Skills

Needs assessment

Relationship management

CRM hygiene

Tools

CRM software

Job description

AO Garcia Agency seeks a virtual consultant to assess needs, present options, and nurture relationships after the first meeting. Administrative duties include taking notes, scheduling, and maintaining CRM hygiene. Training is provided, with a supportive pipeline and opportunities for advancement.

The role is remote from the United States, with a clear path for growth and ongoing client engagement.