Assess member needs, teach available options, and maintain relationships remotely as a Virtual Consultant using CRM and appointment skills.
This work-from-home Virtual Consultant role centers on needs assessment, option education, and ongoing member relationships. Administrative responsibilities include taking notes, scheduling appointments, and maintaining CRM hygiene. The description also specifies interviews on Zoom.
Key Responsibilities:
- Assess member needs during virtual consultations
- Teach members about available options
- Maintain relationships after the first meeting
- Record notes and schedule appointments
- Maintain CRM hygiene
Requirements:
- Driven approach to daily responsibilities
- Trainable and dependable working style
- Comfort competing in a performance-based environment
- Comfort appearing on camera
- Availability to work from home
Use virtual consulting, relationship management, appointment administration, and CRM skills in this work-from-home member relations position.
Remote Member Relations 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.
