Remote Financial Services Representative (Alberta)

Remote Financial Services Representative (Alberta)

05 Oct
|
Lever
|
Alberta

05 Oct

Lever

Alberta

Explore a rewarding career as a Remote Financial Services Representative focused on warm leads and client support. This role requires strong interpersonal skills and a competitive spirit for success.

As a representative, you will engage with individuals who have shown interest in protection options. This position offers comprehensive training and the chance for long-term career growth with an emphasis on mentorship and coaching. If you thrive in a flexible work environment that values self-starters, this may be the right fit.

Key Responsibilities:
• Discuss protection options with interested clients
• Identify client needs and map suitable solutions
• Guide clients through a simple enrollment process
• Maintain and grow a personal client list

Requirements:
• Competitive and coachable mindset required
• Strong communication skills with potential clients
• Ability to handle performance-based environments
• Self-starter willing to assist families

Harness your competitive edge to help families find valuable financial solutions in a energetic remote setting.
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📌 Remote Financial Services Representative (Alberta)
🏢 Lever
📍 Alberta

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