Turn warm leads into meaningful financial-services conversations as a Representative, with structured days, remote work, and coaching during your ramp.
This role focuses on people who have already expressed interest, not cold outreach. You will discuss protection for families’ income and future while learning the tools quickly. Training comes before performance expectations, supporting a clear start in benefits education.
Key Responsibilities: Engage people who have already raised a hand
Discuss financial-services needs with warm leads
Complete follow-up on time
Use tools while learning quickly
Maintain respectful client interactions
Requirements: Robust commitment to timely follow-up
Clean and professional video presence
Ability to learn tools quickly
Respect for every client
Readiness for structured remote days
Use warm-lead communication and fast tool learning to educate clients about protecting family income and future.

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📌 Warm Lead Financial Services Representative (Ontario)
🏢 - AO / Globe Life
📍 Ontario