Virtual Insurance Advisor

Aogarciaagency; Allentown (Lehigh County); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified leads

Performance growth

Full training

Tech stack

Remote work

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and sustain the relationship after the first meeting.

The role includes admin duties: notes, appointments, CRM hygiene, and full training with the current tech stack. Work from home is supported.

Qualifications

• Driven and trainable.
• Dependable and camera-friendly.
• Comfortable with video.

Responsibilities

• Assess client needs and present options.
• Maintain relationship after the first meeting.
• Admin duties: notes, appointments, CRM hygiene.

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.