Client Intake Representative - Work From Home

Sudbury, Ontario, Canada
Remote
Posted Oct 18, 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

The role involves conducting conversations with warm leads to explain financial-protection options and assisting clients with enrollment. You are also responsible for maintaining a consistent follow-up rhythm and meeting activity and result targets.

Job details

Looking for motivated people who want a remote career with upside — not another dead-end job. This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results. The work • Take requested conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm You get • Remote work • A written process so you are not inventing the job • Coaching from people who have done the work • A path into leadership if you produce You should apply if you are competitive, coachable, and comfortable on camera. Skip this if you need constant supervision or hate talking to clients. Interviews are on Zoom. \n \n

What you’ll do

Requirements

Candidates should be competitive, coachable, and comfortable communicating on camera. The position requires the ability to work independently without constant supervision.