Family Services Advisor - Remote

Aogarciaagency; Coquitlam; Remote; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is seeking a self-motivated remote financial-services professional to engage with warm leads and guide families through enrollment steps. This role emphasizes coaching, mentorship, and a performance-driven environment.

You will speak with interested individuals, map needs to available protection options, run enrollment flows, and build a trusted client list, with onboarding support and flexible hours.

Qualifications

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

Responsibilities

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

Skills

Communication skills

Self-motivated

Coachable

Client relationship

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.