Work from home with warm leads, web-conference meetings, and plain-language client explanations. Build a book through follow-up, notes, and scheduling.
As a Client Relations Representative, you will work with families using a provided system. The role offers full-time or part-time options and does not involve cold calling. Written training and live coaching support the work. Daily activities include meetings, explanations, follow-up, notes, and scheduling. Advancement is available for people who lead their numbers.
Key Responsibilities:
- Work warm leads with families from home
- Attend web-conference meetings with clients
- Provide plain-language explanations during meetings
- Complete follow-up, notes, and scheduling
- Learn the provided system and build a book
Requirements:
- Availability for full-time or part-time work
- Ability to work from home
- Willingness to learn a system
- Participation in written training and live coaching
- Ability to attend Zoom interviews only
Build client relationships remotely through warm leads, clear explanations, consistent follow-up, and organized scheduling.
Remote Warm Leads Representative in Toronto 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.
