01 Nov
|
- AO / Globe Life
|
Regina
01 Nov
- AO / Globe Life
Regina
Remote financial-services work centers on warm leads, client conversations, and a easy enrollment flow. Use needs-based communication to discuss available protection options.
This Client Relations Specialist position suits self-starters willing to be coached. You will speak with people requesting information, help families, and build a client list. The work uses remote tools, flexible schedule, ongoing mentorship, and step-by-step onboarding. A performance workplace requires openness to feedback and independent execution.
Key Responsibilities:
Speak with people who requested financial information
Map client needs to available protection options
Run the simple enrollment flow
Build and service a client list
Requirements:
Willingness to be coached and accept feedback
Self-starter approach to remote financial-services work
Ability to handle a performance environment
Interest in helping families through client conversations
Ability to work without a manager in the room
Apply communication, client service, and needs-mapping skills while building financial-services relationships through warm leads remotely.
📌 Remote Financial Services Specialist Regina
🏢 - AO / Globe Life
📍 Regina