Remote Client Needs Analysts explain financial-protection options to warm leads, using explicit communication and consistent follow-up from home.
This client-facing position handles conversations requested by people seeking help with financial-protection options. You will receive training, coaching, and activity-based measurement while explaining benefit options simply. The work includes helping clients enroll when the fit is appropriate.
Key Responsibilities:
- Take conversations requested by prospective clients
- Explain financial-protection benefit options clearly
- Help clients enroll when appropriate
- Maintain a clean follow-up rhythm
Requirements:
- Comfort working remotely
- Competitive and coachable approach
- Comfort communicating with clients
- Comfort appearing on camera
- Ability to work without constant supervision
Apply your client communication, benefit explanation, and follow-up skills as a remote Client Needs Analyst.
📌 Remote Client Needs Analyst (Toronto)
🏢 AO Garcia Agency
📍 Toronto
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