Work From Home - Supplemental Insurance Representative

Aogarciaagency; Brigham City (UT); Remote; USD 45,000 - 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

Aogarciaagency seeks a virtual consultant to assess client needs, teach suitable options, and stay engaged after the initial meeting. The role includes essential admin duties like minute-taking, scheduling, and CRM hygiene, all while leveraging current tech stack for delivery.

Successful candidates are driven, trainable, and dependable, comfortable competing, and at ease on camera. This remote position offers flexibility with work-from-home arrangements and performance-based advancement.

Qualifications

• Ability to quickly assess client needs and tailor options.
• Strong communication and relationship-building skills.
• Comfort with video calls and presenting options on camera.

Responsibilities

• Assess client needs, teach options, and guide decisions in a virtual setting.
• Maintain client relationships after the first meeting with follow-up support.
• Admin tasks: notes, appointments, CRM hygiene, and data entry.

Skills

Driven

Trainable

Dependable

Competitive

Comfortable on camera

Tools

CRM software

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.