Guide clients through perks conversations as a client-facing Protection Planning Representative in fully remote financial services. Use web presentations and human communication.

You will work with clients who asked for guidance, helping enroll and support them through ongoing service. The growing team provides tools, mentorship, and leaders who remain involved. A proven process shapes client conversations and support.

Key Responsibilities:

- Conduct web presentations for clients seeking guidance
- Enroll clients in requested financial services
- Provide continuing support across a retained portfolio
- Discuss benefits with clients clearly and humanely
- Work from a home office

Requirements:

- Clear, human communication style
- Self-discipline without direct hallway supervision
- Willingness to adopt a proven process
- Interest in benefits-focused client conversations
- Comfort supporting clients beyond one-off calls

Apply communication, discipline, and benefits conversation skills while supporting clients through remote financial protection planning.

📌 Client Benefits Planning Specialist (Montreal)
🏢 - AO / Globe Life
📍 Montreal