Turn requested conversations into clear guidance as a Benefits Representative working remotely with warm financial-protection leads.
This Member Services Representative role centers on people who have already requested information about financial-protection options. You explain benefits, support enrollment when appropriate, and maintain follow-up. Training, coaching, and a written process provide structure while activity and results are measured.
Key Responsibilities: Talk with people who requested financial-protection help
Clarify benefit options in easy language
Support client enrollment when appropriate
Keep follow-up activity organized and consistent
Requirements: Comfort communicating with clients remotely
Comfort appearing on camera
Competitive focus on activity and results
Coachable approach to training and feedback
Ability to work without constant supervision
Bring client communication, benefit explanation, and follow-up skills to a structured remote warm-lead service role.

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📌 Warm Leads Benefits Representative (Alberta)
🏢 AO Garcia Agency
📍 Alberta