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:
Transparent, 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 Services Representative (Toronto)
🏢 - AO / Globe Life
📍 Toronto