Virtual Insurance Advisor - Work From Home + Training

Aogarciaagency; Bozeman (MT); Remote; USD 28,000 - 48,000; 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 is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting.

The role includes admin tasks—notes, appointments, CRM hygiene—and interviews on Zoom; you work from home with full training and ongoing support.

This position offers a flexible, remote setup and the opportunity to advance based on performance.

Qualifications

• Experience in virtual consulting or client-facing roles.
• Comfort with video calls and being on camera.
• Ability to manage notes, appointments and CRM hygiene.

Responsibilities

• Assess client needs and present options.
• Nurture client relationships after the first meeting.
• Handle admin tasks: notes, appointments and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

Aogarciaagency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting.

The role includes admin tasks—notes, appointments, CRM hygiene—and interviews on Zoom; you work from home with full training and ongoing support.

This position offers a flexible, remote setup and the opportunity to advance based on performance.