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 hours 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 setting 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