Virtual Insurance Advisor
- Edmonton, Alberta, Canada
- Remote
- Posted Oct 12, 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 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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