Family Services Advisor - Remote
- Sudbury, Ontario, Canada
- Remote
- Posted Oct 10, 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 advisor will handle warm leads to explain financial protection options and assist clients with the enrollment process. They are expected to maintain a consistent follow-up rhythm and meet activity and results 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
The advisor will handle warm leads to explain financial protection options and assist clients with the enrollment process. They are expected to maintain a consistent follow-up rhythm and meet activity and results targets.
Requirements
Candidates must be competitive, coachable, and comfortable communicating on camera. The role requires the ability to work independently without constant supervision.
Benefits
- Remote work
- Coaching
- Leadership path
Listed skills
- Communication · Preferred
- Sales · Preferred
- Customer service · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Communication
- Sales
- Customer service
- Financial protection
- Follow-up
- Client enrollment
- Coachable
- Competitive
- Zoom (Video Conferencing Tool)
- Customer Service
- Leadership
- Coaching
Job areas
- Sales
- Finance & Accounting
- Customer Service & Support
- Consulting
- Family Service Advisor
- Financial Services Representative
- Technical and Medical Sales Professionals (excluding ICT)
- Securities, Commodities, and Financial Services Sales Agents
More jobs from AO Garcia Agency
Home-Based Family Protection Consultant
- Remote
- Mississauga, Ontario, Canada
- Posted Oct 12, 2026
Client Onboarding Coordinator - Remote
- Remote
- Calgary, Alberta, Canada
- Posted Oct 12, 2026
WFH Member Support Representative
- Remote
- Vancouver, British Columbia, Canada
- Posted Oct 12, 2026
Remote Sales Manager in Training
- Remote
- Winnipeg, Manitoba, Canada
- Posted Oct 12, 2026
