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 perks 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 perks 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 Protection Representative Toronto (Canada)
🏢 - AO / Globe Life
📍 Canada