Assess client needs and teach options in virtual consultations.
Handle admin tasks like notes, appointments, and CRM hygiene.
Stay in the relationship after the first meeting and build on it.
We are a consulting company that helps clients through virtual onboarding and relationship management. Our remote team values drive, trainability, and dependability, offering full training and performance-based advancement.
Assess client needs and teach options during virtual consultations.
Perform administrative tasks including notes, appointments, and CRM hygiene.
Build and maintain client relationships after the first meeting.
They provide virtual consulting services, assessing client needs and teaching options. The company emphasizes performance-based advancement and full training, with a culture that values drive, trainability, and dependability.
Manage outbound client calling and appointment scheduling for a financial-services agency serving existing policyholders.
Use approved scripts to follow up on annual reviews, lapsed policies, and banking changes, and book appointments.
Maintain client lists, document call outcomes, and provide regular updates while working 20 hours per week remotely.
20four7VA connects offshore independent contractors with clients worldwide, primarily in developed markets. They offer free training, constant support, and a vibrant community for their contractors.
Conduct virtual consultations and needs-based conversations with qualified leads.
Manage follow-ups, scheduling, and client notes to keep the pipeline clean.
Work from home using modern web-conference tools, with no cold calling.
AO Central is a client-facing financial-services company that helps protect families through virtual consultations and tailored coverage. The company is performance-driven and remote-friendly, offering full training, mentorship, and advancement opportunities based on merit.
Assess client needs and teach options in a virtual consultant role.
Manage admin duties like notes, appointments, and CRM hygiene.
Work remotely with no cold calling and a qualified-interest pipeline.
Global Elite Empire Consultants is a consulting firm offering virtual member services and relationship-based solutions. The culture is driven, trainable, and competitive, with remote work and performance-based advancement.
Assess client needs, teach options, and maintain relationships after the first meeting.
Handle administrative duties including notes, appointments, and CRM hygiene.
Work from home with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants provides remote consulting services, focusing on assessing client needs and offering tailored options. The company values driven, trainable, and dependable team members, offering performance-based advancement and a remote work culture.
Work from home conducting virtual consultations and needs conversations with clients.
Manage follow-ups, notes, scheduling, and keep the pipeline clean.
Use modern web-conference tools with qualified-interest leads and no cold calling.
We are AO Central, a financial services company focused on protecting families through client-facing virtual services. We value dependability, adaptability, and a competitive spirit, and we support our team with full training and mentorship.
Provide ongoing financial administration and tracking support for business and personal finances using QuickBooks.
Maintain accurate financial records, monitor transactions, and prepare documentation for tax-related activities.
Support financial tracking, reporting, and reconciliation, including cross-referencing data between QuickBooks and Housecall Pro.
20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets such as the US, UK, Canada, and Australia. It offers a vibrant community, constant support, and free training for its contractors.
Assess client needs and provide tailored solutions.
Manage administrative tasks including notes, appointments, and CRM updates.
Work remotely with a focus on performance-based growth.
Global Elite Empire Consultants provides virtual client relations and consulting services, focusing on assessing client needs and maintaining long-term relationships. The company offers a remote work environment with performance-based advancement and full training.
Serve as the primary point of contact for callers with a warm, professional presence.
Manage scheduling, gather client information, and route calls to the right teams.
Work fully remotely using RingCentral, Google Workspace, and client management platforms.
The company provides professional client support and administrative services through a fully remote team. It fosters a collaborative, distributed culture focused on warm communication and long-term career growth.
Work from home and connect with warm leads to schedule appointments for families.
Learn a proven system to build and manage your client book.
Handle meetings, plain-language explanations, follow-up, and scheduling notes.
Global Elite Empire Consultants connects professionals with families through warm leads, helping them learn a proven system to build their client books. The company fosters a remote-friendly culture with training, coaching, and advancement opportunities.
Provide administrative support to Customer Success and Sales Operations teams in a healthcare technology company.
Manage scheduling, reports, CRM records, and internal follow-ups.
Work remotely with a set schedule of 40 hours per week, Monday-Friday.
20four7VA is a virtual assistant staffing company that connects independent contractors with clients across developed markets. They provide ongoing support, training, and a vibrant community for their contractors.
Manage a portfolio of passive clients and ensure consistent service delivery.
Assist Client Managers with tracking performance metrics, reporting, and data accuracy.
Act as the first point of contact for client inquiries and collaborate with internal teams to resolve issues.
TrueAccord combines machine learning with a human-based approach to transform debt resolution and help people achieve financial health. With a world-class leadership team and passionate team members, the company helps millions of consumers regain their financial footing.
Manage inbound leads and answer calls to provide a welcoming first experience for prospective clients.
Schedule paid consultations, coordinate calendars, and maintain accurate CRM records.
Collaborate with the legal team and provide consistent follow-up to support lead conversion.
Job Duck connects ambitious individuals with remote job opportunities at US-based companies. It is a lifestyle company with a Great Place to Work Certification since 2022, fostering a culturally diverse and supportive culture.
Conduct virtual consultations to assess needs and teach options.
Handle administrative duties such as notes, appointments, and CRM hygiene.
Work from home with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants is a consulting firm that provides remote consultancy and training services. They are a performance-driven company with a culture focused on driven, trainable, and dependable individuals.
Work from home and conduct web-conference meetings with warm leads
Explain options in plain language and follow up with notes and scheduling
Advance by leading your numbers with consistent, coachable effort
Global Elite Empire Consultants provides remote client consultation services for families, working warm leads to build client relationships. The company emphasizes coachability and consistency, offering training and live coaching for advancement.
Assess client needs and teach options during virtual meetings.
Maintain admin tasks including notes, appointments, and CRM hygiene.
Work from home with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants provides virtual consulting services, helping clients assess their needs and explore available options. The company supports a remote, competitive culture and values driven, trainable, and dependable team members.
Follow up with warm leads who have already raised their hand for financial services.
Build clean, professional video presence during client conversations.
Complete structured training and coaching to ramp up quickly.
Global Elite Empire Consultants is a financial-services firm focused on helping families protect their income and future. The company offers a remote-first culture with structured training, warm leads, and a leadership track for high performers.
Assess client needs and teach protection planning options through virtual consultations.
Manage administrative tasks including notes, appointments, and CRM hygiene.
Work from home with no cold calling and a qualified-interest pipeline.
Global Elite Empire Consultants provides protection planning consulting services, working with clients to assess needs and teach options remotely. The company is currently hiring for a virtual consultant role, seeking driven and trainable individuals to join their team.
Communicate with prospective and existing clients to identify their financial priorities and objectives.
Explain financial concepts and available products in a clear, accurate, and understandable manner.
Help clients review financial services and product options based on their needs and eligibility.
We help individuals, families, and business owners understand financial products and planning options. We focus on client education, professional communication, and long-term relationships, with training and mentorship for growth.