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.

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