Work remotely as a Financial Services Consultant, assessing client needs, teaching options, and maintaining relationships after meetings. Manage notes, appointments, and CRM hygiene from home.
This entry-level virtual consultant role combines client education with organized administration. You will assess needs, explain available options, and remain connected after the initial meeting. The position also includes appointments, notes, and CRM maintenance.
Key Responsibilities:
- Assess client needs during virtual consultations
- Teach clients about available options
- Maintain relationships after initial meetings
- Record notes and manage appointments
- Maintain accurate CRM hygiene
Requirements:
- Driven, trainable, and dependable approach
- Comfort competing in a performance-based environment
- Comfort appearing on camera
- Willingness to complete full training
- Availability for Zoom interviews
Use virtual consulting, client education, relationship management, and CRM skills in this work-from-home financial services position.
Remote Financial Services Consultant in Ottawa 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.
