AO Garcia Agency seeks a virtual consultant who can assess client needs, present options, and nurture the relationship after the first meeting. The role emphasizes clear communication, CRM hygiene, and note-taking to keep pipelines healthy.
Interviews happen on Zoom and you'll train with the team from home using the current tech stack. Expect a structured, performance-based advancement path and full training to get you up to speed.
Remote Client Advocate - Virtual Consultant in Ottawa 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.
