Client Experience Specialist - Work From Home

Oshawa, Ontario, Canada
Remote
Posted Oct 14, 2026
1 position

Opens an external site

Employment type: Full-time
Experience level: Entry, Junior · 0+ years
Posting language: English
Working hours: 40 hours per week

Job summary

Engage in warm-lead conversations with clients to assist with income and future protection. Maintain a structured daily schedule while participating in coaching sessions to ramp up performance.

Job details

Stop hunting strangers. Start talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp. Why this is different 1. The work has a point — families protecting income and future. 2. Home base. No office required. 3. You are trained before you are expected to perform. 4. Your pipeline is warm leads. 5. High performers get a leadership track. We hire for • On-time follow-up • Clean video presence • Fast learning on tools • Respect for the client Apply now. Zoom interview. \n \n

What you’ll do

Engage in warm-lead conversations with clients to assist with income and future protection. Maintain a structured daily schedule while participating in coaching sessions to ramp up performance.

Requirements

Candidates must demonstrate on-time follow-up, a professional video presence, and the ability to learn tools quickly. A respectful attitude toward clients is essential for success in this role.