Virtual Insurance Advisor

Aogarciaagency; Santa Ana (CA); Remote; USD 52,000 - 78,000; Full time

Benefits offered by this job

No cold calling

Full training

Remote work

Performance-based advancement

Job summary

Aogarciaagency in the United States is seeking a driven Virtual Consultant to assess client needs, teach options, and guide them after the first meeting. This role emphasizes consultative engagement, relationship-building, and working from home.

You will handle admin tasks such as notes, scheduling, and CRM hygiene, while staying aligned with the customer journey and company training. A reliable, camera-friendly communicator fits here.

Responsibilities

• Assess client needs and present options after the first meeting.
• Nurture the client relationship after the initial meeting.
• Handle admin tasks: 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.