Assess client needs virtually while teaching options and managing appointments from home. Use CRM hygiene and explicit 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 (Ottawa)
🏢 - AO / Globe Life
📍 Ottawa