Work remotely with warm leads as a Benefits Education Representative, using client respect and fast learning to guide financial-services conversations.
This financial-services role offers structured days and coaching while you ramp. You will speak with people who already raised a hand, rather than hunting strangers. The work supports families protecting income and their future, with training before performance expectations begin.
Key Responsibilities:
- Conduct conversations with warm financial-services leads
- Follow up with clients on time
- Learn tools quickly during ramp-up
- Maintain a clean video presence
- Respect clients throughout each conversation
Requirements:
- Commitment to on-time follow-up
- Ability to present cleanly on video
- Fast learning approach for new tools
- Respectful client-focused communication
- Interest in financial-services conversations
Build warm-lead conversations remotely while developing benefits education, client respect, and financial-services communication skills.
Remote Benefits Education Representative in Vaughan 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.
