Virtual Insurance Advisor

AO Garcia Agency; United States; Remote; USD 40,000 - 85,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial‑services associate to engage with warm leads and guide families through simple enrollment options. The role emphasizes coaching, feedback, and a performance-driven environment.

Daily work includes speaking with information-seeking individuals, mapping needs, running enrollment flows, and building a client list. Onboarding is step-by-step, with remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Experience communicating information to clients or customers.
• Ability to work independently in a remote setup.
• Comfort with a performance-driven environment.
• Willingness to be coached and improve.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Skills

Communication skills

Self-motivation

Coachable

Relationship building

Tools

CRM software

Remote collaboration tools

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.