Work from home as a Client Advisor, guiding qualified-interest conversations through needs assessment, option education, and relationship follow-up.
This virtual consultant role supports clients from the first meeting onward. You will assess needs, teach options, and remain connected after consultations. Administrative responsibilities include documenting notes, scheduling appointments, and maintaining CRM hygiene while using the current technology stack.
Key Responsibilities: Guide clients through virtual needs assessments
Explain options clearly during consultations
Continue client relationships after first meetings
Schedule appointments and document consultation notes
Maintain clean, accurate CRM records
Requirements: Drive to perform in client-facing conversations
Willingness to learn through full training
Dependable handling of administrative responsibilities
Comfort with competition and performance-based advancement
Comfort using a camera for virtual meetings
Bring dependable consultation, relationship management, and administrative skills to this work-from-home client advisory role.

#J-18808-Ljbffr

📌 Work From Home Client Advisor (Alberta)
🏢 AO Garcia Agency
📍 Alberta