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.

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📌 Remote Client Needs Analyst (British Columbia)
🏢 AO Garcia Agency
📍 British Columbia