Use clear communication and benefits knowledge as a fully remote Protection Planning Representative serving clients seeking financial guidance. Present solutions from a home office.
This client-facing financial services role supports clients who have requested guidance. You will enroll and support them while working with a growing team. Tools, mentorship, and involved leaders support a proven process for benefits conversations.
Key Responsibilities: Deliver web presentations from your home office
Enroll clients who requested financial guidance
Support clients throughout their ongoing service
Follow a proven process for benefits conversations
Maintain a portfolio beyond one-off calls
Requirements: Clear, human communication with clients
Discipline while working without hallway supervision
Openness to following a proven process
Interest in benefits conversations and client guidance
Ability to work fully remotely
Bring disciplined communication and perks interest to remote client enrollment, support, and ongoing financial protection conversations.

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📌 Remote Financial Protection Representative (Alberta)
🏢 - AO / Globe Life
📍 Alberta