Client Relationship Specialist - Financial Services (Remote)

AO Globe Life - Nzube Justin Ejifugha; Winnipeg; Remote; CAD 45,000 - 70,000; Full time

Job summary

AO Globe Life is seeking a Client Relationship Specialist in Winnipeg to enhance client experiences. You will engage with clients to understand their financial needs, provide insurance solutions, and collaborate with a team to ensure seamless service, all while earning a competitive salary and bonuses.

Benefits

Competitive Compensation

Performance bonuses

Professional development opportunities

Supportive team environment

Qualifications

• Exceptional interpersonal skills with a warm, professional, and empathetic communication style.
• Proven ability to build and maintain strong client relationships.
• Strong organizational skills to manage client portfolios effectively.

Responsibilities

• Serve as the primary point of contact for new and existing clients.
• Proactively engage with clients to assess their evolving financial needs.
• Provide clear explanations of complex insurance products.

Skills

Interpersonal skills

Problem-solving

Organizational skills

CRM systems

Education

LLQP license

Job description

Are you a natural at building rapport and passionate about client success? Do you have an innate ability to understand needs and offer effective solutions? AO Globe Life is seeking a highly engaging Client Relationship Specialist to be the cornerstone of our client experience, helping Canadians navigate their financial journeys.

Your Mission:

• Serve as the primary point of contact for new and existing clients, building trust and fostering long-term relationships.

• Proactively engage with clients to assess their evolving financial needs and recommend suitable insurance solutions.

• Provide clear, concise, and compassionate explanations of complex insurance products and benefits.

• Collaborate with our team of financial experts to ensure seamless client onboarding and ongoing service.

• Resolve client inquiries and concerns with empathy and efficiency, ensuring a positive experience every time.

What We're Looking For:

• Exceptional interpersonal skills with a warm, professional, and empathetic communication style.

• Proven ability to build and maintain strong client relationships.

• A keen eye for detail and strong organizational skills to manage client portfolios effectively.

• Problem-solving prowess and the ability to think on your feet.

• Comfortable utilizing CRM systems and digital communication platforms.

• LLQP license is required (comprehensive training and licensing support provided).

Why This Role is For You:

• Direct Impact: Directly contribute to the financial security and peace of mind of Canadian families.

• Dynamic Environment: Work in a fast-paced, engaging role where every day brings new opportunities to help.

• Competitive Compensation: Earn a strong base salary complemented by attractive performance bonuses.

• Career Trajectory: Grow your expertise in financial services with ample opportunities for professional development and advancement.

• Team Collaboration: Be part of a supportive and driven team dedicated to collective success.

Ready to elevate the client experience? Apply now!

About AO Globe Life: AO Globe Life is a premier provider of life insurance and financial services in Canada, committed to delivering exceptional value and fostering enduring relationships with our clients.

Equal Opportunity Employer: AO Globe Life is an equal opportunity employer and values diversity. We encourage all qualified candidates to apply, regardless of race, religion, gender, sexual orientation, age, marital status, veteran status, or disability status. Candidate must reside in Canada to apply.