Explain financial-protection options remotely while working warm leads and guiding clients toward suitable enrollment decisions.
This Coverage Support Specialist role focuses on requested conversations with people seeking help with financial-protection options. You will receive training, coaching, and measurement based on activity and results. The work uses a written process and includes client follow-up.
Key Responsibilities: Take requested conversations instead of calling cold lists
Explain financial-protection benefit options clearly
Help clients enroll when coverage fits
Maintain a consistent follow-up rhythm
Participate in interviews through Zoom
Requirements: Competitive approach toward activity and results
Coachability and willingness to accept guidance
Comfort speaking with clients on camera
Ability to work remotely
Comfort working without constant supervision
Use warm-lead conversations, explicit explanations, and consistent follow-up to support financial-protection clients remotely.

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📌 Remote Financial Protection Specialist (Alberta)
🏢 AO Garcia Agency
📍 Alberta