Work From Home - Supplemental Insurance Representative

AO Garcia Agency; Alexandria (VA); Remoto; USD 60.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descrizione del lavoro

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role includes administrative duties such as note-taking, scheduling, and keeping CRM hygiene up to date.

You will work from home with a current tech stack and remote collaboration, focusing on building a qualified-interest pipeline and advancing based on performance.

Competenze

• Excellent communication and interpersonal skills.
• Comfortable on camera and presenting options to clients.
• Self-motivated with reliable internet access and home setup.

Mansioni

• Assess client needs, teach options and guide decision making.
• Stay in the relationship after the first meeting to nurture opportunities.
• Administrative tasks: notes, appointments, CRM hygiene, and data entry.

Conoscenze

Communication

Relationship-building

Video presence

Strumenti

CRM software

Descrizione del lavoro

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.