Work from home as a Virtual Client Experience Consultant, assessing needs, teaching options, and maintaining relationships after meetings.
This consultant role combines client guidance with organized administration. You will explain available options, manage appointments, maintain notes, and keep CRM records clean. The position includes a qualified-interest pipeline, full training, current technology, and performance-based advancement.
Key Responsibilities:
- Assess client needs during virtual consultations
- Teach clients about available options
- Maintain relationships after initial meetings
- Record notes and manage appointments
- Keep CRM information accurate and organized
Requirements:
- Driven approach to client consultations
- Trainable mindset for full training
- Dependable follow-through on administrative tasks
- Comfort competing in a performance-based environment
- Comfort appearing on camera during virtual meetings
Use client assessment, option teaching, and CRM organization skills in a work-from-home consultant role.
Virtual Client Experience Consultant in Toronto 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.
