Explain financial-protection options remotely to warm leads, using transparent communication and structured follow-up to support client enrollment.
This remote representative position centers on people who have already requested help. You will discuss benefit options, guide clients through enrollment when suitable, and follow a written process. Training and coaching support the work, while activity and results measure performance.
Key Responsibilities: Speak with requested warm leads about their needs
Explain financial-protection benefit options simply
Support client enrollment when options fit
Keep follow-up conversations organized and consistent
Requirements: Comfort talking with clients remotely
Ability to communicate comfortably on camera
Competitive attitude toward activity and results
Willingness to receive training and coaching
Ability to follow a written process independently
Bring client communication, financial-protection conversations, and reliable follow-up to a remote benefits representative assignment.
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📌 Remote Financial Protection Advisor (Ontario)
🏢 - AO / Globe Life
📍 Ontario
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