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Client Relationship Specialist - Financial Services (Remote)

AO Globe Life - Nzube Justin Ejifugha

Calgary
Remote
CAD 45,000 - 70,000
30+ days ago
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Benefits & Protection Consultant - Remote

AO Globe Life - Nzube Justin Ejifugha

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CAD 45,000 - 70,000
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Client Relationship Specialist - Financial Services (Remote)

AO Globe Life - Nzube Justin Ejifugha

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CAD 45,000 - 70,000
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AO Globe Life - Nzube Justin Ejifugha

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AO Globe Life - Nzube Justin Ejifugha

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Benefits & Protection Consultant - Remote

AO Globe Life - Nzube Justin Ejifugha

Ottawa
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AO Globe Life - Nzube Justin Ejifugha

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Client Relationship Specialist - Financial Services (Remote)

AO Globe Life - Nzube Justin Ejifugha

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Client Relationship Specialist - Financial Services (Remote)
AO Globe Life - Nzube Justin Ejifugha
Calgary
Remote
CAD 45,000 - 70,000
Full time
30+ days ago

Job summary

AO Globe Life is looking for a passionate Client Relationship Specialist to enhance client engagement and support financial journeys. This role involves developing strong client relationships, understanding their needs, and providing tailored insurance solutions while enjoying a competitive salary and growth opportunities in a dynamic environment.

Benefits

Competitive Compensation
Performance bonuses
Professional development opportunities
Team collaboration

Qualifications

  • Exceptional interpersonal skills with a warm, professional communication style.
  • Proven ability to maintain strong client relationships.
  • Comfortable utilizing CRM systems and digital communications.

Responsibilities

  • Serve as the primary contact for new and existing clients.
  • Proactively engage with clients to assess financial needs.
  • Resolve client inquiries and concerns with empathy.

Skills

Interpersonal skills
Problem-solving
Organizational skills

Education

LLQP license

Tools

CRM systems
Digital communication platforms
Job description

Are you a natural at building rapport and passionate about client success? Do you have an innate ability to understand needs and offer effective solutions? AO Globe Life is seeking a highly engaging Client Relationship Specialist to be the cornerstone of our client experience, helping Canadians navigate their financial journeys.

Your Mission:

  • Serve as the primary point of contact for new and existing clients, building trust and fostering long-term relationships.

  • Proactively engage with clients to assess their evolving financial needs and recommend suitable insurance solutions.

  • Provide clear, concise, and compassionate explanations of complex insurance products and benefits.

  • Collaborate with our team of financial experts to ensure seamless client onboarding and ongoing service.

  • Resolve client inquiries and concerns with empathy and efficiency, ensuring a positive experience every time.

What We're Looking For:

  • Exceptional interpersonal skills with a warm, professional, and empathetic communication style.

  • Proven ability to build and maintain strong client relationships.

  • A keen eye for detail and strong organizational skills to manage client portfolios effectively.

  • Problem-solving prowess and the ability to think on your feet.

  • Comfortable utilizing CRM systems and digital communication platforms.

  • LLQP license is required (comprehensive training and licensing support provided).

Why This Role is For You:

  • Direct Impact: Directly contribute to the financial security and peace of mind of Canadian families.

  • Dynamic Environment: Work in a fast-paced, engaging role where every day brings new opportunities to help.

  • Competitive Compensation: Earn a strong base salary complemented by attractive performance bonuses.

  • Career Trajectory: Grow your expertise in financial services with ample opportunities for professional development and advancement.

  • Team Collaboration: Be part of a supportive and driven team dedicated to collective success.

Ready to elevate the client experience? Apply now!

About AO Globe Life: AO Globe Life is a premier provider of life insurance and financial services in Canada, committed to delivering exceptional value and fostering enduring relationships with our clients.

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.

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* 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.

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