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 accuratelyCoordinate appointments across the virtual processMaintain clean and current CRM recordsAssess needs and teach available optionsContinue relationships following initial meetingsRequirements:Dependable approach to administrative responsibilitiesDriven attitude toward performance-based advancementTrainable with provided full trainingComfort competing professionallyComfortable appearing on cameraBring dependable coordination, CRM discipline, and virtual consulting skills to a work-from-home appointment coordinator role.

📌 Crm Appointment Coordinator Virtual Consultant (Calgary)
🏢 - AO / Globe Life
📍 Calgary