Financial Wellness Advisor - Remote Opportunity

AO Globe Life - Nzube Justin Ejifugha; Canada; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking Financial Wellness Advisors to empower Canadians with financial solutions. In this remote role, you'll conduct consultations to understand clients' financial goals, develop tailored strategies, and build lasting client relationships. The ideal candidate will have an LLQP license and a genuine desire to help others achieve financial peace of mind. Enjoy uncapped earning potential in a supportive culture.

Benefits

Impactful career

Uncapped earning potential

Work-life integration

Growth and development opportunities

Supportive culture

Qualifications

• Desire to help others achieve financial peace of mind.
• Proven ability to work independently in a remote setting.
• Strong problem-solving capabilities.

Responsibilities

• Conduct in-depth consultations with clients.
• Develop tailored financial strategies.
• Educate clients on financial planning.
• Build and maintain client relationships.
• Leverage technology to manage client portfolios.

Skills

Exceptional communication skills

Active listening skills

Self-motivation

Analytical skills

Proficiency with CRM software

Education

LLQP license

Job description

Financial Wellness Advisor - Remote Opportunity

Are you passionate about helping individuals and families secure their financial future? Do you thrive in a role where you can make a tangible difference in people's lives while enjoying the flexibility of remote work? AO Globe Life is expanding its team and seeking Financial Wellness Advisors to empower Canadians with comprehensive financial solutions.

What You'll Do

• Conduct in-depth consultations with clients to understand their financial goals and challenges.
• Develop and present tailored financial strategies focusing on life insurance and wealth protection.
• Educate clients on the importance of financial planning and the value of our diverse product offerings.
• Build lasting relationships, providing ongoing support and adapting strategies as client needs evolve.
• Leverage cutting-edge technology to manage client portfolios and streamline operations from anywhere in Canada.

What You Bring

• A genuine desire to help others achieve financial peace of mind.
• Exceptional communication and active listening skills, with the ability to explain complex concepts clearly.
• Self-motivation, discipline, and a proven ability to work independently in a remote setting.
• Strong analytical and problem-solving capabilities.
• Proficiency with CRM software and digital communication tools.

LLQP license is required (extensive training and support available for qualified candidates).

Why Join AO Globe Life?

• Impactful Career: Play a crucial role in safeguarding the financial well-being of Canadian families.
• Uncapped Earning Potential: Enjoy a competitive compensation structure with significant performance-based incentives.
• Work-Life Integration: Embrace the freedom and autonomy of a remote role, allowing you to balance work with personal commitments.
• Growth & Development: Access continuous training, mentorship, and clear pathways for career advancement into leadership roles.
• Supportive Culture: Be part of a collaborative team that celebrates success and fosters personal and professional growth.

Ready to make a difference? Submit your resume today.

About AO Globe Life

AO Globe Life is a leading provider of life insurance and financial services dedicated to empowering Canadians. We are committed to innovation, client success, and fostering a dynamic and inclusive work environment.

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.

If given the opportunity to join the company, are you willing to invest in the license process financially? *

Do you require sponsorship or a visa to work? *