Work From Home Financial Associate (Ottawa)

Work From Home Financial Associate (Ottawa)

02 Nov
|
- AO / Globe Life
|
Ottawa

02 Nov

- AO / Globe Life

Ottawa

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 prospectsAssess needs and explain financial optionsSupport relationships beyond initial meetingsSchedule appointments and document conversationsKeep CRM records clean and currentRequirements:Ability to work from homeDriven and dependable working styleTrainable approach to full instructionComfortable competing professionallyComfort using a camera during virtual interactionsBring dependable administration and virtual communication skills to a trained financial services path without cold calling.

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

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