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
- Fast learning on tools
- Respectful approach to clients
- Interest in financial services

Support warm-lead clients remotely with timely follow-up, respectful conversations, and solid financial-services communication skills.

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