Client Relationship Specialist - Financial Services (Remote)

AO Globe Life - Nzube Justin Ejifugha; Winnipeg; Remote; CAD 80,000 - 100,000; Full time

Job summary

A financial services company in Winnipeg is seeking a Client Relationship Specialist to build and maintain strong client relationships. In this role, you will help clients navigate their financial needs and recommend suitable insurance solutions. The ideal candidate possesses exceptional interpersonal skills and holds a valid LLQP license. This position offers competitive compensation and opportunities for professional development.

Benefits

Competitive compensation

Attractive performance bonuses

Professional development opportunities

Supportive team environment

Qualifications

• Comfortable utilizing CRM systems and digital communication platforms.
• Proven ability to build and maintain strong client relationships.
• Problem-solving prowess and the ability to think on your feet.

Responsibilities

• Serve as the primary point of contact for clients, building trust.
• Proactively engage with clients to assess their financial needs.
• Provide clear explanations of complex insurance products.
• Collaborate with financial experts for client onboarding.
• Resolve client inquiries and concerns efficiently.

Skills

Exceptional interpersonal skills

Proven ability to build client relationships

Attention to detail

Problem-solving skills

CRM systems utilization

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.