Remote Client Account Specialist

AO Globe Life; Kelowna; Remote; CAD 40,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Globe Life is seeking a remote financial-services associate in Canada, built around a system of training and warm leads. You will engage with people who requested information, map protection needs, guide enrollment flows, and build a client list. The role rewards self-starters who enjoy helping families and thrive in a performance-driven environment, with ongoing mentorship and flexible hours.

Qualifications

• 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.

Responsibilities

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

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.