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 Edmonton employer: AO Globe Life
AO (a division of Globe Life) is an exceptional employer for those seeking a rewarding career in remote sales, offering the flexibility to work from anywhere in Canada. With a strong focus on employee growth, we provide comprehensive training, mentorship, and a clear path to leadership roles, all while fostering a supportive work culture that values motivation and success. Join us to enjoy uncapped income potential and the satisfaction of helping families secure their financial futures.
