Client Needs Specialist - Work From Home

Hamilton, Ontario, Canada
Remote
Posted Oct 5, 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 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.

Job details

This is a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not. Daily work • Speak with people who asked for information • Map needs to available protection options • Run a simple enrollment flow • Build and service a client list Provided • Pre-qualified warm leads • Step-by-step onboarding • Remote tools • Flexible hours • Ongoing mentorship Good fit Self-starters who like helping families and can handle a performance environment. Bad fit Anyone who will not take feedback or needs a manager in the room. Next step is a short Zoom overview. Apply to book it. \n \n

What you’ll do

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.

Requirements

Candidates should be self-starters who are competitive and willing to accept coaching. The role requires the ability to handle a performance-based environment and engage in consistent client conversations.