Remote Life Insurance Advisor - Virtual Consultative

AO Garcia Agency; United States; Remote; USD 45,000 - 75,000; 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, educates on options, and maintains the relationship after the first meeting. The role includes admin duties like notes and CRM hygiene, with interviews conducted on Zoom and a fully remote work arrangement.

The position offers training, a qualified-interest pipeline, and opportunities for advancement within a current tech stack, with no cold calling involved.

Qualifications

• Experience with CRM systems and data hygiene.
• Strong virtual communication and presentation skills.
• Ability to manage follow-up and nurture client relationships.

Responsibilities

• Assess client needs and present suitable options during virtual meetings.
• Stay in the relationship after the first meeting and guide next steps.
• Handle admin tasks such as notes, scheduling, and CRM data hygiene.

Skills

CRM management

Remote communication

Relationship-building

Administrative skills

Tools

CRM software

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, educates on options, and maintains the relationship after the first meeting. The role includes admin duties like notes and CRM hygiene, with interviews conducted on Zoom and a fully remote work arrangement.

The position offers training, a qualified-interest pipeline, and opportunities for advancement within a current tech stack, with no cold calling involved.