Virtual Insurance Consultant - Remote, Full Training

AO Garcia Agency; Gulfport (MS); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Full training

Work from home

Performance-based advancement

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide the relationship after the first meeting. The role is remote, with emphasis on staying engaged and building trust through ongoing follow-up.

You will perform admin tasks such as notes, appointments, and CRM hygiene while participating in full training and a qualified-interest pipeline. No cold calling, with performance-based advancement and a focus on camera presence.

Qualifications

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

Responsibilities

• Identify client needs and tailor solutions in a virtual setting.
• Maintain accurate CRM records and schedule follow-ups.
• Collaborate with teammates to ensure smooth onboarding and ongoing support.

Skills

Needs assessment

Consultative selling

CRM hygiene

Remote work

Relationship management

Tools

CRM software

Video conferencing tools

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and guide the relationship after the first meeting. The role is remote, with emphasis on staying engaged and building trust through ongoing follow-up.

You will perform admin tasks such as notes, appointments, and CRM hygiene while participating in full training and a qualified-interest pipeline. No cold calling, with performance-based advancement and a focus on camera presence.