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Financial Wellness Advisor - Remote Opportunity
Job summary
A leading financial services provider in Canada is looking for individuals to conduct client consultations and develop tailored financial strategies. The ideal candidate will possess an LLQP license and exceptional communication skills. The role offers uncapped earning potential and the flexibility of a remote setting, allowing for a successful work-life integration. This is a great opportunity to make a positive impact on client's financial well-being.
Benefits
Qualifications
- Must have exceptional communication and active listening skills.
- Self-motivated and capable of working independently.
- Strong analytical and problem-solving capabilities required.
Responsibilities
- Conduct in-depth consultations with clients to understand their financial goals.
- Develop and present tailored financial strategies focusing on life insurance.
- Educate clients on the importance of financial planning.
Skills
Education
Conduct in-depth consultations with clients to understand their financial goals and challenges.
Develop and present tailored financial strategies focusing on life insurance and wealth protection.
Educate clients on the importance of financial planning and the value of our diverse product offerings.
Build lasting relationships, providing ongoing support and adapting strategies as client needs evolve.
Leverage cutting‑edge technology to manage client portfolios and streamline operations from anywhere in Canada.
A genuine desire to help others achieve financial peace of mind.
Exceptional communication and active listening skills, with the ability to explain complex concepts clearly.
Self‑motivation, discipline, and a proven ability to work independently in a remote setting.
Strong analytical and problem‑solving capabilities.
Proficiency with CRM software and digital communication tools.
LLQP license is required (extensive training and support available for qualified candidates).
Why Join AO Globe Life?Play a crucial role in safeguarding the financial well‑being of Canadian families.
Uncapped Earning Potential: Enjoy a competitive compensation structure with significant performance‑based incentives.
Work‑Life Integration: Embrace the freedom and autonomy of a remote role, allowing you to balance work with personal commitments.
Growth & Development: Access continuous training, mentorship, and clear pathways for career advancement into leadership roles.
Be part of a collaborative team that celebrates success and fosters personal and professional growth.
Ready to make a difference?
Submit your resume today.
AO Globe Life is a leading provider of life insurance and financial services dedicated to empowering Canadians.
We are committed to innovation, client success, and fostering a dynamic and inclusive work environment.
Equal Opportunity Employer: AO Globe Life is an equal opportunity employer and values diversity.
We encourage all qualified candidates to apply, regardless of race, religion, gender, sexual orientation, age, marital status, veteran status, or disability status.
Candidate must reside in Canada to apply.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.