Present benefits remotely while using clear communication and disciplined self-management to guide clients through financial services decisions.
As a client-facing Benefits Presenter, you will enroll and support clients who have requested guidance. You will work with a growing team, using provided tools, mentorship, and an involved leadership structure. The work centers on benefits conversations and ongoing client support.
Key Responsibilities:
- Deliver web presentations from a home office
- Enroll clients who requested financial guidance
- Support clients through perks conversations
- Maintain service for an ongoing client portfolio
- Follow the established process with team support
Requirements:
- Clear, human communication skills
- Discipline while working without direct hallway supervision
- Openness to following a proven process
- Interest in benefits conversations
- Ability to work fully remotely
Use clear communication, disciplined independence, and benefits knowledge to present remotely and support clients throughout their ongoing service.
📌 Remote Benefits Enrollment Presenter (Ottawa)
🏢 - AO / Globe Life
📍 Ottawa
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