Explain financial-protection options remotely while working warm leads and helping clients enroll when the fit is right. Comfortable camera communication matters.
This client-facing position centers on requested conversations with people seeking financial-protection options. You will receive training, coaching, and activity-based measurement while following a written process. The work suits competitive, coachable communicators who can manage follow-up independently.
Key Responsibilities: Take conversations from people who requested help
Explain financial-protection benefit options simply
Help clients enroll when appropriate
Maintain a consistent follow-up rhythm
Participate in interviews through Zoom
Requirements: Comfort communicating with clients
Comfortable appearing on camera
Competitive and coachable approach
Ability to work without constant supervision
Willingness to work remotely
Apply your client communication, follow-up, and financial-protection skills in a coached remote advisor position.

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📌 Remote Financial Protection Advisor (Alberta)
🏢 AO Garcia Agency
📍 Alberta