Remote Financial Customer Service Representative (Montreal)

Remote Financial Customer Service Representative (Montreal)

07 Nov
|
AO Garcia Agency
|
Montreal

07 Nov

AO Garcia Agency

Montreal

Remote financial-services work for competitive self-starters who can speak with warm leads and accept coaching. Flexible schedule support independent client conversations. As a Policy Enrollment Representative, you will help people who requested information explore available protection options. The role includes a simple enrollment flow, client-list development, and ongoing client service. A step-by-step onboarding system, remote tools, and mentorship support your training.

Key Responsibilities: Speak with people who requested information Map client needs to available protection options Run the simple enrollment flow Build and service a client list Requirements: Competitive, self-starting approach to work Willingness to accept coaching and feedback Ability to help families through conversations Comfort working in a performance environment Ability to work without a manager present Build a remote financial-services career through warm-lead conversations, protection options, enrollment, and client service.

📌 Remote Financial Customer Service Representative (Montreal)
🏢 AO Garcia Agency
📍 Montreal

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