Customer Success Advisor

AO Globe Life - Shannon Fraser; Edmonton; Remote; CAD 40,000 - 70,000; Full time

Job summary

A leading financial services company seeks passionate individuals to join their remote team. The role involves guiding families through tailored financial solutions, utilizing technology for client management, and achieving personal targets for bonuses. The potential for unlimited earnings attracts motivated self-starters ready to create their own success.

Benefits

Unlimited earning potential

Bonuses including designer goods and company-paid trips

Fast-track to management opportunities

Company leads and mentorship

Qualifications

• Ability to connect with clients and explain complex concepts simply.
• Experience in customer service or sales preferred but not required.

Responsibilities

• Engage with families to understand their needs and provide tailored solutions.
• Help clients make informed decisions about financial security.
• Meet personal and team performance targets for bonuses.

Skills

Strong communication skills

Customer-focused

Tech-savvy

Job description

About Us For over 70 years, we’ve been helping middle-class families protect their financial futures through tailored solutions.

In 2024, client demand increased by 40%, creating an exciting opportunity for driven individuals to join our team.

About the Role We’re looking for passionate individuals with strong communication skills to guide families in selecting products and services that provide long-term financial security.

This is a remote, full-time role with unlimited earning potential for those willing to put in the work.

What You’ll Be Doing Building Relationships : Engage with families to understand their unique needs and provide customized financial solutions.

Leveraging Technology : Use industry-leading tools to manage client relationships and streamline your work.

Providing Education : Help clients understand their options and make informed decisions for their families’ futures.

Achieving Goals : Meet personal and team performance targets to unlock bonuses and career growth opportunities.

Who We’re Looking For Strong Communicators : You excel at connecting with people and explaining complex concepts in simple terms.

Customer-Focused : A background in customer service or sales is preferred but not required.

Tech-Savvy : Comfortable using technology to manage workflows and communicate with clients.

Motivated Self-Starters : You’re eager to learn, work hard, and achieve your financial goals.

Why Join Us?

Unlimited earning potential : The harder you work, the more you earn, with no cap on your income.

Bonuses : Enjoy the World’s Greatest Bonus, designer goods, and company-paid trips.

Fast-track to Management : Meet your goals and advance your career quickly.

Supportive Culture : We provide company leads and mentorship every step of the way.

Take control of your financial future while helping others secure theirs.