5h ago

Virtual Consultant

San Diego, California

$40,000-$60,000 / year

G
full-time RemoteInsurance

💼 About This Role

You'll join a tech-driven organization conducting virtual consultations with clients. You'll assess needs and build lasting relationships through periodic check-ins. This role offers no cold calling and a qualified lead program.

🎯 What You'll Do

  • Conduct virtual consultations with clients
  • Assess client needs and recommend solutions
  • Cultivate lasting client relationships through check-ins
  • Complete administrative tasks like note taking and appointment setting

📋 Requirements

  • Passionate and motivated attitude
  • Strong communication skills
  • Ability to work independently from home
  • Reliable internet connection and computer
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