Build a remote financial-services career through warm leads, client conversations, and a step-by-step training system. Flexible schedule support independent work.

As a Client Needs Specialist, you will speak with people requesting information and connect their needs with available protection options. The work includes enrollment, client-list development, and ongoing service. Pre-qualified warm leads, remote tools, onboarding, and mentorship are provided.

Key Responsibilities:

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

Requirements:

- Self-starter comfortable working remotely
- Competitive attitude and willingness to be coached
- Ability to help families through conversations
- Openness to feedback and ongoing mentorship
- Ability to work without a manager present

Use warm leads, client conversations, and enrollment skills to support families through remote financial-services work.

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