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You will assess client needs, teach available options, and maintain ongoing relationships after initial meetings. The role also involves administrative duties such as managing notes, scheduling appointments, and maintaining CRM hygiene.
Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.
Admin is part of the job: notes, appointments, CRM hygiene.
What comes with the seat
• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home
Traits that work here
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.
If that is your default setting, apply. Interviews on Zoom.
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