Assess client needs virtually while teaching options and managing appointments from home. Use CRM hygiene and transparent 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 workplace
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.
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📌 Virtual Consultant Appointment Coordinator Montreal
🏢 - AO / Globe Life
📍 Montreal