Work From Home - Part-Time Client Onboarding Specialist

AO Globe Life

Burnaby

Remote

CAD 42,000 - 66,000

Full time

2 days ago
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Benefits offered by this job

Warm leads
Onboarding
Remote tools
Flexible hours
Mentorship

Job summary

AO Globe Life is seeking a remote financial-services seat founded on warm leads and a structured training system. If you are competitive and willing to be coached, it can grow into a long-term career.

Daily work includes speaking with information-seeking individuals, mapping protection options, guiding enrollment flows, and building a client list. Provided are warm leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

  • Self-starters who like helping families and can handle a performance environment.

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.

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