Become a virtual consultant in the Protection Services field, assessing client needs and providing guidance from your home office. Enjoy a qualified-interest pipeline with no cold calling required.
This role offers an exciting prospect for a driven individual to thrive while working remotely. As a Virtual Protection Services Consultant, your responsibilities include assessing client needs, teaching options, and managing relationships post-meeting. Administrative tasks like note-taking, scheduling, and maintaining CRM hygiene are essential to your success.
Key Responsibilities:
• Assess client needs and provide tailored options
• Manage post-meeting relationships with clients
• Take detailed notes and maintain appointment schedules
• Ensure CRM is up to date and accurate
• Utilize current technology to facilitate virtual meetings
Requirements:
• No prior cold calling experience necessary
• Proven ability to train and adapt quickly
• Dependable with robust organizational skills
• Comfortable with video conferencing technology
• Motivated to work competitively and remotely
Bring your driven nature and expertise in relationship management to excel in this virtual consulting role.
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