Help families understand protection options remotely through clear communication and thoughtful needs assessment conversations. Flexible schedule support structured, self-managed work.

As a Family Needs Assessment Advisor, you will help families understand and set up protection options. The work follows a clear process rather than vague promises about helping people. Mentorship, coaching, and clear expectations support consistent execution, while honest conversations remain central to the approach.

Key Responsibilities:

- Help families understand available protection options
- Support families setting up protection options
- Follow a defined process for family conversations
- Maintain honest, pressure-free conversations
- Participate in Zoom interviews

Requirements:

- Strong communication skill
- Ability to manage work independently
- Consistent team habits
- Integrity in every conversation
- Commitment to doing the work remotely

Use communication, self-management, teamwork, and integrity to guide families through protection options from home.

📌 Remote Family Protection Advisor (Montreal)
🏢 - AO / Globe Life
📍 Montreal