Build a remote financial-services career through warm leads, client conversations, and a step-by-step training system. Flexible hours support independent work.
As a Client Needs Specialist, you will speak with people requesting information and connect their needs with available protection options. The work includes enrollment, client-list development, and ongoing service. Pre-qualified warm leads, remote tools, onboarding, and mentorship are provided.
Key Responsibilities:
- Speak with people who requested information
- Map client needs to available protection options
- Run the simple enrollment flow
- Build and service a client list
Requirements:
- Self-starter comfortable working remotely
- Competitive attitude and willingness to be coached
- Ability to help families through conversations
- Openness to feedback and ongoing mentorship
- Ability to work without a manager present
Use warm leads, client conversations, and enrollment skills to support families through remote financial-services work.
Remote Financial Services Specialist 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.
