Financial-protection client analysts guide requested conversations, clarify benefit options, and support enrollment through a structured remote process.

As a Client Needs Analyst, you speak with people who have already requested help regarding financial-protection options. Training and coaching support your work, while activity and results measure performance. A written process provides direction for daily conversations and follow-up.

Key Responsibilities:

- Conduct conversations with people requesting assistance
- Clarify available financial-protection benefit options
- Support client enrollment when suitable
- Follow a consistent follow-up rhythm

Requirements:

- Motivation to build a remote career
- Ability to follow a written process
- Coachability and competitive drive
- Comfort talking with clients
- Comfortable communication on camera

Use structured conversations, client support, and financial-protection knowledge to perform effectively as a Client Needs Analyst.

📌 Financial Protection Client Analyst (Quebec City)
🏢 AO Garcia Agency
📍 Quebec City