Assess insurance needs remotely while teaching options, managing appointments, and maintaining CRM hygiene from your home office.
This virtual consultant role supports clients beyond their first meeting. You will explain available options, document interactions, schedule appointments, and stay connected throughout the relationship. The position includes a qualified-interest pipeline rather than cold calling, plus full training and a current technology stack.
Key Responsibilities:
- Assess client needs during virtual consultations
- Teach clients about available insurance options
- Maintain relationships after initial meetings
- Record notes and keep CRM information current
- Manage client appointments and related administration
Requirements:
- Driven approach to client consulting
- Trainable and dependable working style
- Comfort competing in a performance-based setting
- Comfort appearing on camera
- Availability for Zoom interviews
Use virtual consulting, client education, relationship management, and CRM skills in this work-from-home insurance position.