Assess client needs virtually while teaching options and managing appointments from home. Use CRM hygiene and clear communication after each meeting.
This Virtual Consultant Appointment Coordinator role combines consultation, education, relationship follow-up, and administration. You will assess needs, explain available options, and remain connected after the first meeting. Administrative responsibilities include writing notes, scheduling appointments, and maintaining CRM hygiene. The position includes full training and uses a current technology stack. Interviews take place on Zoom.
Key Responsibilities:
- Assess needs during virtual consultant meetings
- Teach clients about available options
- Maintain relationships after initial meetings
- Record notes and schedule appointments
- Keep CRM information organized and current
Requirements:
- Driven approach to daily responsibilities
- Trainable and dependable working style
- Comfort competing in a performance-based environment
- Comfort using a camera during meetings
- Willingness to interview through Zoom
Apply your consultation, relationship management, appointment coordination, and CRM skills in this work-from-home virtual consultant role.
Virtual Consultant Appointment Coordinator in Québec 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.
