Support financial services clients remotely through clear communication and web presentations. Build trusted relationships while helping families pursue requested guidance.

As a Client Care Specialist, you enroll and support clients who have asked for guidance. You work with a growing team, using provided tools and mentorship. The position centers on benefits conversations, client service, and maintaining an ongoing portfolio rather than handling one-off calls.

Key Responsibilities:

- Enroll clients who have requested financial guidance
- Support clients throughout their ongoing service experience
- Deliver web presentations from a home office
- Maintain a portfolio of clients you continue serving
- Discuss benefits with clients in clear, human language

Requirements:

- Explicit and human communication skills
- Discipline while working without hallway supervision
- Openness to following a proven process
- Interest in benefits conversations
- Ability to work fully remotely

Apply your communication, discipline, and benefits conversation skills to remote financial client enrollment and ongoing support.

📌 Remote Financial Client Care Specialist (Montreal)
🏢 - AO / Globe Life
📍 Montreal