Work From Home - Supplemental Insurance Representative

AO Garcia Agency; Elgin (IL); Remote; USD 50,000 - 90,000; 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 is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. Administrative duties include notes, scheduling, and CRM hygiene. Interviews are conducted on Zoom, and the seat offers remote work with full training and a prepared tech stack.

This role emphasizes adaptability, strong communication, and the ability to manage client relationships in a remote setting using modern CRM tools.

Qualifications

• Assess client needs, present options, and nurture the relationship after the first meeting.
• Administrative duties include notes, appointments, and CRM hygiene.
• Interviews conducted on Zoom.

Responsibilities

• Assess client needs and present options, maintaining the relationship after the first meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Comfortable competing

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.