Client Needs Specialist - Work From Home

AO Globe Life; Guelph; Remote; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Globe Life in Canada is seeking a remote financial-services professional. The role is built around warm leads and a structured training system, with coaching available to help you grow into a long-term career.

Daily tasks include speaking with clients who requested information, mapping protection needs, guiding enrollment, and building a client list. We provide pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship to support you.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and to receive feedback.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.