Support families remotely through warm-lead meetings, clear 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.

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