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.

#J-18808-Ljbffr

📌 Virtual Protection Services Consultant (Alberta)
🏢 AO Garcia Agency
📍 Alberta