Use clear communication and perks 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 benefits interest to remote client enrollment, support, and ongoing financial protection conversations.

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