Quick overview
Job description
Client-facing, fully remote, financial services.
You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.
The deal
1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving — not a stack of one-off calls.
Requirements
• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”
Apply today. We outline the role on Zoom so you can decide if it is actually a fit.
Similar jobs
- AO
Remote Client Consultation Specialist Auto Apply
Aogarciaagency · Vaughan · Remote 🇨🇦
ZoomSalary not listed3 days ago - AO
Family Needs Assessment Advisor - RemoteNew Auto Apply
Aogarciaagency · Kelowna · Remote 🇨🇦
ZoomSalary not listed2 days ago - AO
Family Services Advisor - Remote Auto Apply
Aogarciaagency · Markham · Remote 🇨🇦
ZoomSalary not listed3 days ago - TA
Conseiller.ère en voyages, vacances Auto Apply
Transat AT · Lévis, Quebec · On-site 🇨🇦
SalesSalary not listed4 weeks ago - AE
Service AdvisorNew Auto Apply
Auto Electric Service · Regina, Saskatchewan · On-site 🇨🇦
SchedulingAutomotiveSalary not listed18 hours ago