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 straightforward 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 setting
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.

📌 Remote Financial Services Specialist Kelowna
🏢 - AO / Globe Life
📍 Kelowna