Transform your career in financial services as a Remote Client Needs Specialist. Engage with pre-qualified leads and leverage your talent for client service with flexible hours. This position is ideal for competitive self-starters eager to assist families in finding the right protection options. You will receive warm leads and comprehensive onboarding while enjoying a supportive and remote work environment. A willingness to be coached is essential for long-term success in this role. Key Responsibilities:
- Speak with interested clients about their needs
- Match clients to available protection options
- Execute a straightforward enrollment process
- Build and maintain your personal client list Requirements:
- Strong self-starter with a competitive edge
- Ability to accept feedback and improve
- Interest in helping families with financial needs
- Comfortable working in a performance-driven setting
- Experience in customer service is a plus Bring your passion for helping families and competitive spirit to this exciting Remote Client Needs Specialist role. #J-18808-Ljbffr

📌 Remote Client Needs Specialist Role (Calgary)
🏢 Lever
📍 Calgary