Remote Benefits Presenter

Job summary

You will assess client needs, present options, and maintain ongoing relationships after the initial meeting. Additionally, you are responsible for administrative duties including note-taking, appointment scheduling, and maintaining CRM data.

Job details

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. \n \n

What you’ll do

You will assess client needs, present options, and maintain ongoing relationships after the initial meeting. Additionally, you are responsible for administrative duties including note-taking, appointment scheduling, and maintaining CRM data.

Requirements

Candidates must be driven, trainable, dependable, and comfortable with competition and video conferencing. The role requires a professional who is comfortable working in a virtual environment.

Benefits

• Full training
• Performance-based advancement
• Work from home

Listed skills

• Communication · Preferred
• Time management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Consulting
• Needs assessment
• Customer relationship management
• CRM hygiene
• Administrative tasks
• Communication
• Presentation skills
• Time management
• Client Needs Assessment
• Virtual Sales
• Zoom (Video Conferencing Tool)
• Administrative Functions
• Needs Assessment
• Customer Relationship Management
• Cold Calling
• Presentations
• Time Management
• Video Conferencing
• Setting Appointments
• Virtual Environment

Job areas

• Consulting
• Sales
• Administrative
• Customer Service & Support
• Benefits Representative
• Call Center Sales Representative
• Contact Centre Salespersons
• Telemarketers

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