Join a energetic team as a fully remote Perks Coordinator in the financial services sector. Support and enroll clients seeking guidance, all from your home office. In this client-facing role, you will work collaboratively with a growing team while receiving mentorship and essential tools to excel.
Engage in meaningful benefits conversations that care for families and create schedules that accommodate your life. Your focus will be on building lasting client relationships rather than one-time calls. Key Responsibilities:
Conduct web presentations for client enrollments
Provide ongoing support and guidance to clients
Collaborate with a team and utilize provided tools
Build a consistent portfolio of client interactions
Maintain clear and human communication at all times Requirements:
Robust discipline and self-motivation in a remote setting
Openness to following a proven process
Interest in engaging in advantages discussions
Ability to communicate effectively with clients
Prior experience in financial services is a plus Undertake an impactful role while supporting families through clear benefits guidance and qualified growth.
📌 Remote Benefits Coordinator Financial Services Montreal (Canada)
🏢 AO Garcia Agency
📍 Canada
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