Work remotely as a Client Engagement Representative using communication skills and integrity to help families understand protection options.
This Client Engagement Representative role supports families through a clear process for understanding and setting up protection options. The position offers flexible hours, mentorship, and defined expectations. Success includes self-management, team habits, and honest conversations without pressure.
Key Responsibilities:
- Help families understand available protection options
- Support families setting up protection options
- Follow a clear process for client conversations
- Maintain honest conversations without pressure
- Manage work independently from home
Requirements:
- Strong communication skill
- Self-management in a remote work setting
- Consistent team habits
- Integrity in every client interaction
- Willingness to receive coaching
Use communication, self-management, and integrity to support families through remote protection-option conversations.
Remote Client Engagement Representative in Calgary employer: AO Garcia Agency
At Lever, Inc., we pride ourselves on being an exceptional employer that values flexibility and personal growth. Our remote Client Solutions Specialist role allows you to create a work schedule that fits your life while making a significant impact on families through our supportive financial services. With a strong emphasis on mentorship, training, and the opportunity to build lasting client relationships, you'll thrive in a collaborative culture that prioritizes your professional development.
