Financial Wellness Advisor - Remote Opportunity

AO Globe Life - Nzube Justin Ejifugha; San Juan de Terranova; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Canada is seeking motivated individuals to conduct financial consultations and develop tailored strategies for clients. The role offers strong growth potential, a competitive compensation structure, and the flexibility of remote work. Ideal candidates will possess strong communication skills and an LLQP license, demonstrating a genuine desire to help others achieve financial peace of mind.

Benefits

Competitive compensation

Ongoing training and mentorship

Flexible work-life integration

Qualifications

• Genuine desire to help others achieve financial peace of mind.
• Ability to explain complex financial concepts clearly.
• Proven ability to work independently in a remote setting.

Responsibilities

• Conduct in-depth consultations with clients.
• Develop tailored financial strategies and educate clients.
• Provide ongoing support and adapt strategies as needed.

Skills

Exceptional communication

Analytical skills

Problem-solving capabilities

Self-motivation

Proficiency with CRM software

Education

LLQP license

Tools

CRM software

Digital communication tools

Job description

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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