At a Glance
- Tasks: Assess client needs and educate them on protection options through virtual consultations.
- Company: Join a forward-thinking company that values client relationships and personal growth.
- Benefits: Work from home, receive full training, and access modern technology tools.
- Other info: Enjoy performance-based advancement in a supportive virtual environment.
- Why this job: Make a difference by helping clients find the best protection options while working flexibly.
- Qualifications: Must be driven, trainable, and dependable with strong communication skills.
The predicted salary is between 41850 - 51150 $ per year.
Virtual Protection Services Consultant focused on needs assessment and option education, working from home with camera-ready client conversations.
This consultant role assesses client needs, teaches available options, and maintains relationships after the first meeting.
Administrative work includes writing notes, scheduling appointments, and maintaining CRM hygiene.
The position includes a qualified-interest pipeline, full training, and current technology tools.
Key Responsibilities
- Assess client needs during virtual consultations
- Teach clients about available protection options
- Maintain relationships after initial meetings
- Record notes and schedule appointments
- Keep CRM information organized and current
Requirements
- Driven approach to client conversations
- Trainable attitude toward full training
- Dependable work habits
- Comfort competing in performance-based advancement
- Comfort appearing on camera
Apply your needs assessment, option education, and relationship skills in a work-from-home virtual consulting environment.
Virtual Protection Services Consultant in Moncton employer: AO Garcia Agency
At Lever, Inc., we pride ourselves on being an exceptional employer that values flexibility and personal growth. Our remote Client Solutions Specialist role allows you to create a work schedule that fits your life while making a significant impact on families through our supportive financial services. With a strong emphasis on mentorship, training, and the opportunity to build lasting client relationships, you'll thrive in a collaborative culture that prioritizes your professional development.
