Remote Life Insurance Representative

Aogarciaagency; Toledo (OH); Remote; USD 40,000 - 60,000; 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

Aogarciaagency seeks a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. Admin tasks include notes, appointments, and CRM hygiene.

What comes with the seat: no cold calling, a qualified-interest pipeline, performance-based advancement, full training, current tech stack, and work from home. Interviews on Zoom.

Qualifications

• CRM hygiene and admin accuracy are essential.
• Strong note-taking and appointment scheduling skills.
• Ability to manage virtual client relationships with diligence.

Responsibilities

• Assess client needs and teach options.
• Stay engaged with the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Note taking

Appointment setting

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.

Interviews on Zoom.