Remote Client Needs Specialist Role

2 days ago

Calgary AB, Calgary Census Division, AB; Alberta, Canada Lever, Inc. Full-time

Transform your career in financial services as a Remote Client Needs Specialist. Engage with pre-qualified leads and leverage your talent for client service with flexible hours. This position is ideal for competitive self-starters eager to assist families in finding the right protection options. You will receive warm leads and comprehensive onboarding while enjoying a supportive and remote work environment. A willingness to be coached is essential for long-term success in this role. Key Responsibilities:

  • Speak with interested clients about their needs
  • Match clients to available protection options
  • Execute a straightforward enrollment process
  • Build and maintain your personal client list
Requirements:
  • Strong self-starter with a competitive edge
  • Ability to accept feedback and improve
  • Interest in helping families with financial needs
  • Comfortable working in a performance-driven environment
  • Experience in customer service is a plus
Bring your passion for helping families and competitive spirit to this exciting Remote Client Needs Specialist role. #J-18808-Ljbffr