Remote financial-services work combines warm leads with client conversations and a structured training system. Use protection options and enrollment skills from home.

This financial-services seat suits self-starters willing to be coached and comfortable in a performance setting. You will speak with people requesting information, map needs to available protection options, and run a simple enrollment flow. The work can become a long-term career for the right fit.

Key Responsibilities:

- Speak with people who requested information
- Map client needs to protection options
- Run the simple enrollment flow
- Build and service a client list

Requirements:

- Self-starter who enjoys helping families
- Competitive mindset for performance environments
- Willingness to accept coaching and feedback
- Ability to work without a manager present
- Comfort with regular client conversations

Develop client conversations, protection recommendations, and enrollment skills through remote financial-services work with warm leads.

📌 Remote Financial Services Advisor (Montreal)
🏢 AO Garcia Agency
📍 Montreal