Build a work-from-home career in financial services by guiding qualified-interest prospects through options and ongoing relationship support. Full training is provided.

As an entry-level Financial Services Associate, you will work as a virtual consultant for people already showing interest. You will assess their needs, teach options, and continue the relationship after the first meeting. Administrative accuracy is essential.

Key Responsibilities:

- Consult virtually with qualified-interest prospects
- Assess needs and explain financial options
- Support relationships beyond initial meetings
- Schedule appointments and document conversations
- Keep CRM records clean and current

Requirements:

- Ability to work from home
- Driven and dependable working style
- Trainable approach to full instruction
- Comfortable competing professionally
- Comfort using a camera during virtual interactions

Bring dependable administration and virtual communication skills to a trained financial services path without cold calling.

📌 Work From Home Financial Associate (Toronto)
🏢 - AO / Globe Life
📍 Toronto