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Remote Financial Services Specialist

Remote / Online - Candidates ideally in
Guelph, Ontario, N1C 0A1, Canada
Listing for: AO Globe Life
Remote/Work from Home position
Listed on 2026-11-01
Job specializations:
  • Sales
    Financial Sales
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 45000 - 65000 CAD Yearly CAD 45000.00 65000.00 YEAR
Job Description & How to Apply Below

Build a remote financial-services career through warm leads, client conversations, and a step-by-step training system. Flexible hours support independent work.

As a Client Needs Specialist, you will speak with people requesting information and connect their needs with available protection options. The work includes enrollment, client-list development, and ongoing service. Pre-qualified warm leads, remote tools, onboarding, and mentorship are provided.

Key Responsibilities:
  • Speak with people who requested information
  • Map client needs to available protection options
  • Run the simple enrollment flow
  • Build and service a client list
Requirements:
  • Self-starter comfortable working remotely
  • Competitive attitude and willingness to be coached
  • Ability to help families through conversations
  • Openness to feedback and ongoing mentorship
  • Ability to work without a manager present

Use warm leads, client conversations, and enrollment skills to support families through remote financial-services work.

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