Coordinate appointments and maintain CRM hygiene as a Virtual Consultant working from home. Assess needs, teach options, and follow relationships carefully.

This role blends virtual consulting with structured administrative work. You will capture notes, manage appointments, keep CRM records clean, and support relationships after the first meeting. Client conversations involve assessing needs and teaching options, with a qualified-interest pipeline and no cold calling.

The position offers full training, performance-based advancement, and a current technology stack. Candidates should be comfortable using a camera, and interviews are held on Zoom.

Key Responsibilities:

- Document consultation notes accurately
- Coordinate appointments across the virtual process




- Maintain clean and current CRM records
- Assess needs and teach available options
- Continue relationships following initial meetings

Requirements:

- Dependable approach to administrative responsibilities
- Driven attitude toward performance-based advancement
- Trainable with provided full training
- Comfort competing professionally
- Comfortable appearing on camera

Bring dependable coordination, CRM discipline, and virtual consulting skills to a work-from-home appointment coordinator role.

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📌 CRM Appointment Coordinator Virtual Consultant (Canada)
🏢 - AO / Globe Life
📍 Canada