Virtual Protection Services Consultant focused on needs assessment and option education, working from home with camera-ready client conversations.

This consultant role assesses client needs, teaches available options, and maintains relationships after the first meeting. Administrative work includes writing notes, scheduling appointments, and maintaining CRM hygiene. The position includes a qualified-interest pipeline, full training, and current technology tools.

Key Responsibilities:

- Assess client needs during virtual consultations
- Teach clients about available protection options
- Maintain relationships after initial meetings
- Record notes and schedule appointments
- Keep CRM information organized and current

Requirements:

- Driven approach to client conversations
- Trainable attitude toward full training
- Dependable work habits
- Comfort competing in performance-based advancement
- Comfort appearing on camera

Apply your needs assessment, option education, and relationship skills in a work-from-home virtual consulting workplace.

📌 Virtual Protection Services Consultant (Montreal)
🏢 - AO / Globe Life
📍 Montreal