Build client relationships remotely through warm-lead conversations, structured follow-up, and coaching while you ramp into financial services.
This Client Relations Associate role centers on speaking with people who have already expressed interest. You will discuss financial-services solutions connected to protecting income and the future. Training comes before performance expectations, with structured days and warm leads supporting your start.
Key Responsibilities: Follow up with warm leads on time
Hold conversations with interested financial-services clients
Respect clients throughout each interaction
Learn tools quickly during ramp-up
Maintain a clean video presence
Requirements: On-time follow-up habits
Clean video presence during client conversations
Quick learning on tools
Respectful approach to clients
Interest in financial services
Support warm-lead clients remotely with timely follow-up, respectful conversations, and strong financial-services communication skills.

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📌 Remote Financial Services Associate (Alberta)
🏢 - AO / Globe Life
📍 Alberta