Remote Life Insurance Representative

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

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.