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 work from home workplace. 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 workplace
• Experience in customer service is a plus

Bring your passion for helping families and competitive spirit to this exciting Remote Client Needs Specialist role.
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📌 Remote Client Needs Specialist Role Ontario (Canada)
🏢 Lever
📍 Canada