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.

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