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.

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