Work From Home - Supplemental Insurance Representative

AO Garcia Agency; Broken Arrow (OK); À distance; USD 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain client relationships after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and keeping the CRM up to date.

Successful candidates are driven, trainable, dependable, and comfortable with competition and cameras. Training is provided, and there is room for advancement in this remote position.

Qualifications

• Virtual consultant role responsibilities: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.
• Traits that work here: Driven, Trainable, Dependable, Comfortable competing, Fine with a camera.

Responsabilités

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin duties: notes, appointments, CRM hygiene.

Connaissances

Driven

Trainable

Dependable

Competitive

Outils

CRM

Description du poste

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.