Virtual Insurance Advisor

AO Garcia Agency; El Paso (TX); Remote; USD 42,000 - 66,000; 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 based in the United States to assess client needs, present suitable options, and nurture the relationship after the first meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene, with the flexibility to work from home.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with Zoom interviews conducted as part of the process.

Responsibilities

• Assess client needs during the initial engagement and tailor options accordingly.
• Maintain relationship after the first meeting to drive ongoing engagement and retention.
• Admin tasks: take notes, schedule appointments, and keep CRM hygiene up to date.

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.