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Lead Financial Services Lead
Remote / Online - Candidates ideally in
Richmond, BC, V6P 0B9, Canada
Listed on 2026-11-01
Richmond, BC, V6P 0B9, Canada
Listing for:
AO Globe Life
Remote/Work from Home
position Listed on 2026-11-01
Job specializations:
-
Sales
Appointment Setter/ Scheduler -
Marketing / Advertising / PR
Appointment Setter/ Scheduler
Job Description & How to Apply Below
Turn warm leads into meaningful financial-services conversations, with structured remote days and coaching during your initial ramp.
As a Client Advocacy Team Lead, you will talk with people who have already raised a hand. The remote setup requires no office, while structured days organize your work. Training comes before performance expectations, and coaching supports your ramp. Your conversations help families protect income and future.
Key Responsibilities:- Speak with people who already expressed interest
- Handle warm-lead financial-services conversations
- Complete on-time follow-up with clients
- Learn required tools quickly
- Present yourself cleanly on video
- Respect for every client interaction
- Reliable, on-time follow-up habits
- Comfort working from home remotely
- Ability to learn tools quickly
- Clean video presence
Build client advocacy through warm leads, structured follow-up, tool learning, and respectful financial-services conversations.
For the Warm Lead Financial Services Lead position at AO Globe Life, we are reviewing applications now.
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