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. #J-18808-Ljbffr

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