Remote Family Benefits Advisor — Warm Leads & Growth Path

AO Garcia Agency; Richmond; Remote; CAD 50.000 - 70.000; Vollzeit

Zusammenfassung

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads, coach clients through ramp-up, and maintain structured daily routines. You will learn quickly, follow up promptly, and prioritize client respect.

Top performers can access a leadership track as they demonstrate reliability and strong communication over time. This role fits candidates seeking flexibility and client-focused excellence from anywhere in Canada.

Qualifikationen

• Remote financial-services role with structured days and warm-lead conversations.
• You are trained before you are expected to perform.
• Your pipeline is warm leads.
• High performers have a leadership track.

Aufgaben

• Promptly follow up with leads.
• Maintain a professional video presence during interactions.
• Learn new tools quickly and apply them on the job.
• Respect for clients in all communications.

Kenntnisse

Warm leads

Coaching

Active listening

Time management

Tools

CRM software

Video conferencing

Jobbeschreibung

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads, coach clients through ramp-up, and maintain structured daily routines. You will learn quickly, follow up promptly, and prioritize client respect.

Top performers can access a leadership track as they demonstrate reliability and strong communication over time. This role fits candidates seeking flexibility and client-focused excellence from anywhere in Canada.