Build member relationships from home by assessing needs, explaining options, and following through after each initial virtual meeting.

As a Virtual Consultant, you will help members understand options and remain connected beyond the first conversation. The role combines relationship work with administrative tasks, including notes, appointments, and CRM hygiene. Interviews take place on Zoom.

Key Responsibilities:

- Assess needs in virtual consultant meetings
- Teach options clearly to members
- Stay in relationships after initial meetings
- Complete notes and appointment administration
- Keep CRM records clean

Requirements:

- Driven attitude toward performance
- Willingness to learn through full training
- Dependable approach to responsibilities
- Comfort with competition and camera use
- Ability to work from home

Bring dependable communication, member follow-through, and organized CRM administration to this remote Virtual Consultant assignment.

📌 Work From Home Member Advisor (Calgary)
🏢 - AO / Globe Life
📍 Calgary