Use virtual consulting and CRM organization in a remote financial services position focused on needs assessment, option education, and follow-through. Interviews take place on Zoom.
This entry-level position suits candidates who can balance client conversations with dependable administration. You will teach options, document meetings, coordinate appointments, and maintain CRM hygiene. The work continues beyond the first conversation through ongoing relationship support.
Key Responsibilities: Conduct virtual needs assessments
Teach appropriate options clearly
Stay connected after first meetings
Complete notes and appointment administration
Maintain CRM hygiene using current technology
Requirements: Driven, trainable, and dependable traits
Comfort with camera-based communication
Willingness to work remotely
Comfort competing in performance-based advancement
Ability to interview through Zoom
Apply your organization, camera comfort, and virtual consulting ability to financial services relationship management from home.

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📌 Virtual Financial Consultant CRM Specialist (Ontario)
🏢 - AO / Globe Life
📍 Ontario