At a Glance
- Tasks: Engage with warm leads to discuss financial services and protect family futures.
- Company: Join a supportive team focused on client care and professional growth.
- Benefits: Flexible remote work, structured coaching, and ongoing training.
- Other info: Enjoy a dynamic role with opportunities for personal and professional development.
- Why this job: Make a difference in people's lives while building your career from home.
- Qualifications: Strong communication skills and a respectful approach to clients.
The predicted salary is between 41850 - 51150 $ per year.
Build client conversations from warm leads as a Remote Financial Services Specialist with structured days and coaching while you ramp.
This financial-services role focuses on speaking with people who have already expressed interest.
You will discuss income and future protection for families while learning the tools through training.
The position offers a home-based setup without office requirements.
Key Responsibilities
- Follow up with warm leads on time
- Speak with interested people about financial services
- Respect clients throughout every conversation
- Learn tools quickly during onboarding
- Maintain a clean video presence
Requirements
- Reliable on-time follow-up habits
- Clean and professional video presence
- Ability to learn tools quickly
- Respectful approach to every client
- Interest in protecting family income and futures
Use warm-lead conversations, fast tool learning, and respectful follow-up in a remote financial-services specialist position.
Financial Services Specialist – Remote in Surrey 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.
