Work From Home - Supplemental Insurance Representative

Aogarciaagency; Columbia Township (MO); Remote; USD 55,000 - 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 is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role blends advisory work with essential admin tasks, including notes, scheduling, and CRM hygiene.

You will work from home with training provided and access to the current tech stack. The position emphasizes reliability, adaptability, and strong communication via Zoom.

Qualifications

• Assess client needs and present options.
• Maintain relationships after initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present options.
• Maintain ongoing client relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Fine with a camera

CRM

Zoom

Tools

CRM

Zoom

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.

Interviews on Zoom.