Support families protecting income and future through respectful client advocacy, warm leads, and structured remote financial-services work.

This Client Advocacy Team Lead position focuses on conversations with people who already raised a hand. You will work from home without an office requirement and receive training before performance expectations. Coaching supports your ramp, while structured days provide the work pattern. High performers can access a leadership track.

Key Responsibilities:

- Discuss financial-services needs with warm leads
- Support families protecting income and future
- Complete follow-up on time
- Use tools after receiving training
- Maintain respectful client conversations

Requirements:

- Interest in client advocacy and financial services
- Ability to work from home
- On-time follow-up
- Rapid learning on tools
- Clean video presence

Bring respectful advocacy, warm-lead communication, and dependable follow-up to a remote financial-services leadership track.

📌 Financial Services Client Advocacy Lead (Montreal)
🏢 - AO / Globe Life
📍 Montreal