This is a remote financial-services seat built around warm leads and a training system.If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.Daily workSpeak with people who asked for informationMap needs to available protection optionsRun a simple enrollment flowBuild and service a client listProvidedPre-qualified warm leadsStep-by-step onboardingRemote toolsFlexible hoursOngoing mentorshipGood fitSelf-starters who like helping families and can handle a performance workplace.Bad fitAnyone who will not take feedback or needs a manager in the room.
📌 Remote Client Account Specialist - Part Time - Remote (Montreal)
🏢 AO Garcia Agency
📍 Montreal
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