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:

- Strong 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 quick tool learning to educate clients about protecting family income and future.

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