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 workplace
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.

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📌 Remote Financial Services Consultant (Alberta)
🏢 - AO / Globe Life
📍 Alberta