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.

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📌 Remote Insurance Client Consultant (British Columbia)
🏢 AO Garcia Agency
📍 British Columbia