Remote Financial Services Specialist

7 days ago

Surrey BC, Greater Vancouver Regional District, BC; British Columbia, Canada AO Globe Life Full-time

Build client conversations from warm leads as a Remote Financial Services Specialist with structured days and coaching while you ramp.

This financial-services role focuses on speaking with people who have already expressed interest. You will discuss income and future protection for families while learning the tools through training. The position offers a home-based setup without office requirements.

Key Responsibilities:

  • Follow up with warm leads on time
  • Speak with interested people about financial services
  • Respect clients throughout every conversation
  • Learn tools quickly during onboarding
  • Maintain a clean video presence

Requirements:

  • Reliable on-time follow-up habits
  • Clean and professional video presence
  • Ability to learn tools quickly
  • Respectful approach to every client
  • Interest in protecting family income and futures

Use warm-lead conversations, fast tool learning, and respectful follow-up in a remote financial-services specialist position.