Entry-Level Remote Financial Services Associate

AO Globe Life; Surrey; Remote; CAD 45,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes essential admin duties such as notes, appointments, and CRM hygiene, with interviews conducted via Zoom.

You will work from home and participate in a structured training program. Ideal candidates are driven, trainable, dependable, comfortable on camera, and capable of competing in a fast-paced virtual environment.

Qualifications

• Experience as a virtual consultant or similar role.
• Ability to assess needs and teach options.
• Maintain client relationships after first meeting.

Responsibilities

• Record notes, schedule appointments, and perform CRM hygiene.
• Conduct Zoom interviews with candidates or clients.

Skills

CRM hygiene

Needs assessment

Relationship building

Tools

Zoom

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

Interviews on Zoom.