Work From Home - Part-Time Client Services Representative

AO Garcia Agency; Ottawa; À distance; CAD 55 000 - 75 000; Plein temps

Résumé du poste

AO Garcia Agency is seeking a remote financial-services sales role built around warm leads and a structured training system. If you are competitive, coachable, and eager to grow, this position offers a long-term career path with ongoing mentorship and flexible hours.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, guiding enrollment, and building a serviced client list.

Qualifications

• Self-motivation and resilience to perform in a remote environment.
• Willingness to be coached and grow within a structured program.
• Strong communication and active listening to understand client needs.

Responsabilités

• Speak with information-seeking clients and provide clear guidance.
• Map client needs to available protection options.
• Run a simple enrollment flow with accuracy and empathy.
• Build and service a growing client list for long-term relationships.

Connaissances

Self-motivation

Coachable

Communication skills

Description du poste

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.