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AG

Virtual Insurance Advisor

  • Edmonton, Alberta, Canada
  • Remote
  • Posted Oct 12, 2026
  • 1 position

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

Job summary

The advisor will speak with pre-qualified leads to map their needs to protection options and manage the enrollment process. They are also responsible for building and servicing a consistent 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 advisor will speak with pre-qualified leads to map their needs to protection options and manage the enrollment process. They are also responsible for building and servicing a consistent client list.

Requirements

Candidates must be self-starters who are competitive and willing to accept coaching and feedback. The role requires the ability to handle a performance-based environment and a desire to help families.

Benefits

  • Training system
  • Mentorship
  • Flexible hours

Listed skills

  • Customer service · Preferred
  • Sales · Preferred
  • Communication · Preferred
  • Coaching · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Financial services
  • Communication
  • Sales
  • Customer service
  • Enrollment
  • Client management
  • Coaching
  • Self-motivation
  • Zoom (Video Conferencing Tool)
  • Self-Motivation
  • Management
  • Customer Service
  • Financial Services
  • Information Mapping
  • Mentorship

Job areas

  • Finance & Accounting
  • Sales
  • Customer Service & Support
  • Consulting
  • Insurance Advisor
  • Financial Services Representative
  • Technical and Medical Sales Professionals (excluding ICT)
  • Securities, Commodities, and Financial Services Sales Agents

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