Remote Financial Services Pro – Coverage & Needs

srecruiting; Remote; CAD 80,000 - 100,000; Full time

Job summary

A financial services company in Toronto is seeking motivated individuals for remote positions. Responsibilities include distributing enrollment materials, handling customer calls, and creating tailored policies. Experience in the industry is not required, as comprehensive training is provided. This role allows for work from home, making it ideal for team players eager to grow professionally and personally. Ideal candidates should be hard-working and ready to achieve their goals.

Responsibilities

• Distributes all benefit enrollment materials and determines eligibility.
• Dispatch incoming customer phone calls.
• Accept customer calls and return customer inquiries.
• Respond to client requests for coverages while representing their best interests.
• Create and explain individualized policies via our Needs Analysis system.
• Work and learn from management teams to stay up to date on new products, services, and policies.

Job description

A financial services company in Toronto is seeking motivated individuals for remote positions. Responsibilities include distributing enrollment materials, handling customer calls, and creating tailored policies. Experience in the industry is not required, as comprehensive training is provided. This role allows for work from home, making it ideal for team players eager to grow professionally and personally. Ideal candidates should be hard-working and ready to achieve their goals.