Financial Wellness Advisor - Remote Opportunity

AO Globe Life - Nzube Justin Ejifugha; Ottawa; Remote; CAD 50,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking Financial Wellness Advisors to empower Canadians with tailored financial solutions. In this remote role, you will consult clients on their financial goals, develop strategies, and educate them on financial planning. Exceptional communication and an LLQP license are essential. Join a supportive culture focused on growth and professional development while enjoying uncapped earning potential.

Benefits

Competitive compensation

Ongoing training and mentorship

Flexible work schedule

Qualifications

• Desire to help others achieve financial peace of mind.
• Ability to explain complex concepts clearly.
• Capable of working independently in a remote setting.

Responsibilities

• Conduct in-depth consultations with clients to understand financial goals.
• Develop and present tailored financial strategies.
• Educate clients on financial planning and product offerings.

Skills

Exceptional communication

Analytical capabilities

Self-motivation

Problem-solving skills

Proficiency with CRM software

Education

LLQP license

Tools

Digital communication tools

Job description

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 and let's connect!

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.

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