Virtual Consultant Appointment Coordinator
Remote / Online - Candidates ideally in
Montreal, Montréal, Province de Québec, G4F, Canada
Listed on 2026-10-23
Montreal, Montréal, Province de Québec, G4F, Canada
Listing for:
AO Globe Life
Remote/Work from Home
position Listed on 2026-10-23
Job specializations:
-
Sales
CRM Systems & Management, Appointment Setter/ Scheduler
Job Description & How to Apply Below
Assess client needs virtually while teaching options and managing appointments from home. Use CRM hygiene and clear communication after each meeting.
This Virtual Consultant Appointment Coordinator role combines consultation, education, relationship follow-up, and administration. You will assess needs, explain available options, and remain connected after the first meeting. Administrative responsibilities include writing notes, scheduling appointments, and maintaining CRM hygiene. The position includes full training and uses a current technology stack. Interviews take place on Zoom.
Key Responsibilities:- Assess needs during virtual consultant meetings
- Teach clients about available options
- Maintain relationships after initial meetings
- Record notes and schedule appointments
- Keep CRM information organized and current
- Driven approach to daily responsibilities
- Trainable and dependable working style
- Comfort competing in a performance-based environment
- Comfort using a camera during meetings
- Willingness to interview through Zoom
Apply your consultation, relationship management, appointment coordination, and CRM skills in this work-from-home virtual consultant role.
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