Remote Financial Services Specialist (Regina)

Remote Financial Services Specialist (Regina)

30 Oct
|
- AO / Globe Life
|
Regina

30 Oct

- AO / Globe Life

Regina

Remote financial-services work centers on warm leads, client conversations, and a simple enrollment flow. Use needs-based communication to discuss available protection options.

This Client Relations Specialist position suits self-starters willing to be coached. You will speak with people requesting information, help families, and build a client list. The work uses remote tools, flexible hours, ongoing mentorship, and step-by-step onboarding. A performance workplace requires openness to feedback and independent execution.

Key Responsibilities:

- Speak with people who requested financial information
- Map client needs to available protection options
- Run the simple enrollment flow
- Build and service a client list

Requirements:

- Willingness to be coached and accept feedback
- Self-starter approach to remote financial-services work
- Ability to handle a performance environment
- Interest in helping families through client conversations
- Ability to work without a manager in the room

Apply communication, client service, and needs-mapping skills while building financial-services relationships through warm leads remotely.

📌 Remote Financial Services Specialist (Regina)
🏢 - AO / Globe Life
📍 Regina

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