Use warm leads and a structured training system as a Remote Financial Services Specialist serving people seeking protection options.

This client account role suits competitive self-starters willing to accept coaching. You will speak with interested people, understand their needs, and connect them with available protection options. The work centers on conversations, enrollment, and ongoing client service.

Key Responsibilities:

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

Requirements:

- Competitive attitude and willingness to be coached
- Self-starter who enjoys helping families
- Ability to handle a performance workplace
- Willingness to take feedback
- Ability to work independently without a manager present

Bring conversation skills, coachability, and client service focus to remote financial-services work with warm leads.

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