Use clear communication and benefits knowledge as a fully remote Protection Planning Representative serving clients seeking financial guidance. Present solutions from a home office.
This client-facing financial services role supports clients who have requested guidance. You will enroll and support them while working with a growing team. Tools, mentorship, and involved leaders support a proven process for benefits conversations.
Key Responsibilities:
- Deliver web presentations from your home office
- Enroll clients who requested financial guidance
- Support clients throughout their ongoing service
- Follow a proven process for benefits conversations
- Maintain a portfolio beyond one-off calls
Requirements:
- Clear, human communication with clients
- Discipline while working without hallway supervision
- Openness to following a proven process
- Interest in benefits conversations and client guidance
- Ability to work fully remotely
Bring disciplined communication and benefits interest to remote client enrollment, support, and ongoing financial protection conversations.
Remote Financial Protection Representative in Québec employer: AO Globe Life
AO (a division of Globe Life) is an exceptional employer for those seeking a rewarding career in remote sales, offering the flexibility to work from anywhere in Canada. With a strong focus on employee growth, we provide comprehensive training, mentorship, and a clear path to leadership roles, all while fostering a supportive work culture that values motivation and success. Join us to enjoy uncapped income potential and the satisfaction of helping families secure their financial futures.
