Remote · Regina, Saskatchewan, Canada
The role involves managing warm-lead conversations to assist families with income and future protection. You will be responsible for timely follow-ups and utilizing provided tools to perform financial services tasks.
Remote · Kelowna, British Columbia, Canada
Engage with warm leads to provide financial services and income protection solutions for families. Maintain a structured daily schedule while participating in ongoing coaching and training.
Remote · Saskatoon, Saskatchewan, Canada
The specialist will manage warm leads and conduct conversations with potential clients to protect their income and future. They will also participate in coaching sessions to ramp up their performance in a structured remote environment.
Remote · Kitchener, Ontario, Canada
You will act as a virtual consultant to assess client needs, teach options, and maintain ongoing relationships. Additionally, you are responsible for administrative duties including note-taking, scheduling appointments, and maintaining CRM hygiene.
Remote · Richmond, British Columbia, Canada
The role involves assessing client needs, teaching available options, and maintaining ongoing relationships with clients. Responsibilities also include administrative tasks such as managing appointments, maintaining CRM records, and taking notes.
Remote · Burlington, Ontario, Canada
The role involves assessing client needs, teaching options, and maintaining ongoing relationships. You will also handle administrative duties such as managing notes, appointments, and CRM hygiene.
Remote · Vaughan, Ontario, Canada
You will assess client needs, present options, and maintain ongoing relationships after the initial meeting. Additionally, you are responsible for administrative tasks including note-taking, scheduling appointments, and maintaining CRM data.
Remote · Windsor, Ontario, Canada
You will act as a virtual consultant to assess client needs, provide educational options, and maintain ongoing professional relationships. Additionally, you are responsible for administrative duties including note-taking, appointment scheduling, and CRM maintenance.
Remote · Oakville, Ontario, Canada
You will assess client needs, present options, and maintain ongoing relationships after the initial meeting. Additionally, you are responsible for administrative duties including note-taking, appointment scheduling, and CRM maintenance.
Remote · Hamilton, Ontario, Canada
The specialist will communicate with warm leads to map their needs to available protection options. They are also responsible for managing the enrollment process and maintaining a client list.
Remote · Vancouver, British Columbia, Canada
The representative will speak with warm leads to map their needs to protection options and manage the enrollment process. They are also responsible for building and servicing a client list.
Remote · Markham, Ontario, Canada
The role involves contacting warm leads to map their needs to financial protection options and managing the enrollment process. You will also be responsible for building and servicing a consistent client list.
Remote · Kingston, Ontario, Canada
You will conduct video meetings, manage warm leads, and build a client book. The role requires following established processes and providing timely follow-through on all tasks.
Remote · Mississauga, Ontario, Canada
You will conduct video meetings with clients and manage warm leads to build a book of business. The role involves following a provided process and coaching to achieve sales goals.
Remote · Cambridge, Ontario, Canada
You will be responsible for running video meetings and managing warm leads to build a client book. The role involves following a provided process and coaching to effectively set appointments.
Remote · Ottawa, Ontario, Canada
You will conduct video meetings with warm leads to build a client base. The role involves following provided processes and coaching to manage your own calendar and presentations.
Remote · Edmonton, Alberta, Canada
You will conduct web-based video meetings to present to warm leads and build a personal book of business. The role involves following a provided sales process and coaching to achieve performance targets.
Remote · Regina, Saskatchewan, Canada
The specialist is responsible for contacting warm leads to explain financial protection options and assisting clients with the enrollment process. They must maintain a consistent follow-up rhythm and meet activity and performance metrics.
Remote · Barrie, Ontario, Canada
The representative will manage warm leads by conducting conversations to explain financial-protection options and assisting clients with enrollment. They are expected to maintain a consistent follow-up rhythm while meeting activity and performance targets.
Remote · Guelph, Ontario, Canada
The specialist will handle warm leads by explaining financial protection options and assisting clients with enrollment. They are also responsible for maintaining a consistent follow-up rhythm and meeting activity targets.
