Remote Insurance Advisor — Virtual Consultant & CRM Pro

AO Garcia Agency

Remote job

Lever, Inc. is seeking a virtual consultant based in the United States. You will assess client needs, teach available options, and stay in the relationship after the first meeting. This is a remote role with full training and a modern tech stack. You will also handle administrative tasks like notes, appointments, and CRM hygiene, with interviews conducted on Zoom. No cold calling is required, and a performance-based path for advancement is available. #J-18808-Ljbffr AO Garcia Agency

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Remote Insurance Advisor — Virtual Consultant & CRM Pro in Sterling Heights, MI vacancy

Remote Insurance Benefits Consultant — Virtual Advisor
Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture relationships... ...duties such as notes, scheduling, and CRM hygiene, with the flexibility of working... ...on camera, and able to thrive in a remote, Zoom-based interview process. Training...
Remote job
Virtual
CRM
Work from home
AO Garcia Agency
Sterling Heights, MI
4 days ago
Remote Life Insurance Advisor
...centered individuals to join our remote insurance sales team. No experience?... .... Elite Training: Learn consultative selling, needs analysis,... ...Responsibilities Conduct virtual consultations with prospective... ...using company-approved CRM tools Follow up with prospective...
Remote work
Virtual
CRM
Full time
Part time
Work from home
Visa sponsorship
MITRU & PARTNERS AGENCY
United States
23 hours ago
HVAC Inside Sales Pro - Duct Replacement Specialist
$80k - $300k
...experienced HVAC Sales Pro – Indoor Air... ...position and fully remote sales role... ...Conduct remote consultations with homeowners regarding... ...activities within the CRM. What We're... ...preferably as a Comfort Advisor or Remote HVAC... ...CRM software and virtual sales platforms....
Remote work
Virtual
CRM
For contractors
Eco Electric & Plumbing
United States
more than 2 months ago
Remote Insurance Benefits Advisor
...Lever, Inc. seeks a virtual consultant who assesses needs, presents options, and maintains the relationship after the initial meeting. You will... .... Admin tasks include notes, appointment scheduling, and CRM hygiene. The role offers full training, a qualified-interest...
Remote work
Virtual
CRM
Work from home
Lever
Anaheim, CA
2 days ago
Solar Consultant
...Remote Solar Sales Reps Wanted (1 year minimum experience) – Uncapped Commissions... ..., strong margins, and closing deals virtually, this is the environment to maximize... ...close warm and cold leads from our CRM Run virtual consultations for residential and commercial...
Remote work
Virtual
CRM
Clear Earth LLC
United States
-57
Insurance Advisor - Personal Lines
$50k
...Insurance Sales Representative The Baldwin Group is... ...Will consider hybrid/remote with the right experience... ...in a professional and consultative manner, reviewing... ...through phone, email, and virtual meetings. Finalizes... ...proficiency with CRM systems, agency management...
Remote work
Virtual
CRM
Work at office
Baldwin
United States
4 days ago
Remote Client Success Consultant
...Aogarciaagency is seeking a virtual consultant to assess needs, present options, and maintain client relationships after the... ...admin tasks such as notes, appointment scheduling, and CRM hygiene, all performed remotely. The position offers full training, no cold...
Remote work
Virtual
CRM
Work from home
Aogarciaagency
Unalaska, AK
23 hours ago
Remote Client Success Consultant
...Lever, Inc. is seeking a virtual consultant based in the United States. The role focuses on assessing client needs, teaching options, and maintaining... ...Administrative duties include notes, scheduling, and keeping CRM hygiene. The position offers work-from-home flexibility and...
Remote work
Virtual
CRM
Work from home
AO Garcia Agency
Saint Louis, MO
3 days ago
Remote Client Success Consultant
...Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains ongoing relationships after the first meeting. You will handle admin tasks, keep CRM hygiene, and participate in Zoom interviews. The role supports a work-from-home...
Remote work
Virtual
CRM
Work from home
Lever
Portsmouth, VA
2 days ago
Remote Client Success Consultant
Lever, Inc. is seeking a remote virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting... .... The role includes admin duties like notes, appointments, CRM hygiene, and using the current tech stack with full training...
Remote work
Virtual
CRM
Work from home
Lever
Watford City, ND
3 days ago
Remote Client Success Consultant
...Lever, Inc. seeks a virtual consultant to assess client needs, present clear options, and nurture... ...duties such as notes, appointments, and CRM hygiene, with training provided.A home-based... ...by current tech tools, enabling remote work and Zoom-based interviews. Ideal for...
Remote work
Virtual
CRM
Work from home
Lever
Lenexa, KS
2 days ago
Remote Benefits Enrollment Consultant
...Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture... ...manage admin tasks including notes and CRM hygiene while working from home. Interviews... ...with cameras as you build lasting client connections remotely. #J-18808-Ljbffr
Remote work
Virtual
CRM
Work from home
Lever
Urbandale, IA
2 days ago
Remote Client Success Consultant
...Lever, Inc. is seeking a virtual consultant based in the United States to assess client needs, present options, and nurture relationships after the first meeting. This remote role emphasizes CRM hygiene, note-taking, and calendar discipline, with full training provided...
Remote work
Virtual
CRM
Lever
United States
2 days ago
Remote Insurance Client Advisor (Fully Remote)
Virtual consultant role assessing client needs and teaching insurance options. You will stay in the relationship after the first meeting... ...notes, appointments, and CRM hygiene. What Comes with the Seat... ...on camera. Ready to thrive in a remote, performance-driven culture....
Remote job
Virtual
CRM
Work from home
Global Elite Empire Consultants
New York, NY
1 day ago
Remote Client Success Consultant
...Lever, Inc. seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role... ...cycle. Admin duties include notes, calendar appointments, CRM hygiene, and participating in Zoom interviews from home. You...
Remote work
Virtual
CRM
Lever
Fayetteville, AR
2 days ago
Remote Client Success Consultant
...Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and stay in the... ...tasks such as notes, appointments, and CRM hygiene, with a focus on a qualified-interest... ..., access to the current tech stack, and remote work from home, with opportunities for...
Remote work
Virtual
CRM
Work from home
Lever
Myrtle Beach, SC
2 days ago
Remote Enrollment Specialist | Virtual Consultant
...Garcia Agency in the United States seeks a virtual consultant to assess client needs, present options,... ...leverage the current tech stack to keep CRM notes and schedules up to date while... ...The position offers full training and a remote, work-from-home setup with a path for advancement...
Remote work
Virtual
CRM
Work from home
AO Garcia Agency
Reno, NV
-57
Remote Client Success Consultant
...Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and maintains relationships after... ...includes admin tasks such as notes, appointments, and CRM hygiene, with the flexibility of remote work and training. Candidates should be...
Remote work
Virtual
CRM
AO Garcia Agency
United States
3 days ago
Remote Sales Consultant — No Cold Calling, Growth Path
...AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting.... ...includes admin duties like notes, appointments, and keeping the CRM clean. Ideal candidates are driven, trainable, dependable,...
Remote work
Virtual
CRM
Work from home
AO Garcia Agency
Pueblo, CO
-57
Remote Client Success Consultant
...Lever, Inc. is seeking a virtual consultant who assesses client needs, explains available options, and maintains the relationship after the... ...The role also includes administrative duties such as notes and CRM hygiene, with a strong emphasis on staying organized and proactive...
Remote work
Virtual
CRM
Work from home
AO Garcia Agency
United States
3 days ago
Remote Client Success Consultant
...Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture... ...the initial meeting. You will work remotely from home and participate in a role that... ...scheduling appointments, and maintaining CRM hygiene, all while building a qualified...
Remote work
Virtual
CRM
Work from home
Aogarciaagency
United States
2 days ago
Remote Client Success Consultant
...Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and remains the relationship after the first meeting. Administrative duties like notes, appointments and CRM hygiene are part of the role. The position offers work from home and Zoom...
Remote work
Virtual
CRM
Work from home
AO Garcia Agency
Salem, OR
3 days ago
Remote Client Experience Consultant
...Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The... ...role emphasizes admin tasks such as notes, appointments, and CRM hygiene, with training provided. The position offers work...
Remote work
Virtual
CRM
Work from home
Aogarciaagency
Madison, WI
11 hours ago
Remote Client Success Consultant
Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the first meeting... .... You'll handle admin tasks like notes, appointments, CRM hygiene, and you can work from home with Zoom interviews. Training...
Remote work
Virtual
CRM
Work from home
Lever
Frankfort, KY
2 days ago
Remote Client Success Consultant
...AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and nurture relationships after the first... ...be handling admin tasks like notes, appointments, and CRM hygiene while working remotely. You'll operate with a structured pipeline, benefit...
Remote work
Virtual
CRM
Work from home
AO Garcia Agency
United States
23 hours ago
Remote Client Solutions Consultant
...AO Garcia Agency is seeking a virtual consultant to assess client needs, educate options, and nurture... ...initial meeting. This role emphasizes remote collaboration and client-focused strategy... ...like notes, appointment scheduling, CRM hygiene, and maintaining a current tech...
Remote work
Virtual
CRM
AO Garcia Agency
Provo, UT
-57
Remote Needs Analysis Consultant
...Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and stays in the relationship after... ...as notes, appointment scheduling, and keeping the CRM up to date. This role supports remote work from home with full training, access to the...
Remote work
Virtual
CRM
Work from home
AO Garcia Agency
Lafayette, IN
-57
Remote Client Relationship Consultant
...AO Garcia Agency is seeking a virtual consultant who assesses client needs, teaches options, and stays... ...after the first meeting. This remote role emphasizes proactive client engagement... ...note-taking, scheduling, and keeping the CRM clean, with comprehensive training provided...
Remote work
Virtual
CRM
Work from home
Flexible hours
AO Garcia Agency
Clifton, NJ
-57
Remote Appointment Setter & Virtual Consultant
...AO Garcia Agency is seeking a virtual consultant to assess client needs, teach options, and stay in... ...tasks such as notes, appointments, and CRM hygiene, with full training and a work-from... ..., and strive for relationship-based success in a remote environment. #J-18808-Ljbffr
Remote work
Virtual
CRM
Work from home
AO Garcia Agency
Hattiesburg, MS
-57
Remote Benefits Consultant | Training & Growth Path
...AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting.... ...You will handle admin tasks such as notes, appointments, and CRM hygiene, while working from home with training and clear advancement...
Remote work
Virtual
CRM
Work from home
AO Garcia Agency
Baton Rouge, LA
-57

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Insurance Advisor — Virtual Consultant & CRM Pro. Be the first to apply!