Support families remotely through warm-lead meetings, transparent explanations, and organized follow-up. Choose full-time or part-time work from home.

This Client Relations Representative position centers on conversations with families and learning a system. You will meet through web conferences, explain information in plain language, and build a book through consistent activity. The description specifies no cold calling, alongside written training and live coaching. Your day includes meetings, follow-up, notes, and scheduling. Advancement is available for people who lead their numbers.

Key Responsibilities:

- Meet with families through web-conference sessions
- Explain information clearly in plain language
- Follow up after meetings with warm leads
- Record notes and manage scheduling
- Build a book while learning the system

Requirements:

- Interest in working with families
- Comfort working from home
- Availability for full-time or part-time options
- Willingness to complete written training
- Willingness to participate in live coaching

Use family conversations, warm leads, plain-language explanations, and dependable follow-up to develop your remote client relations work.

📌 Work From Home Family Advisor (Calgary)
🏢 AO Garcia Agency
📍 Calgary