Work From Home Insurance Policy Representative

AO Garcia Agency; Reading (Berks County); Remote; USD 52,000 - 75,000; 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 seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes admin tasks such as notes, scheduling, and CRM hygiene, with a focus on seamless remote support.

You'll join a seat that offers training, a defined pipeline, and the opportunity to advance based on performance, while leveraging the current tech stack from home.

Qualifications

• Must be driven, trainable, dependable and comfortable with a camera.
• Experience in virtual consulting or relationship-building is a plus.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Client relationship management

Communication skills

Remote work

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.