WFH Member Support Representative
- Vancouver, British Columbia, 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 representative will speak with warm leads to map their needs to available protection options and manage the enrollment process. They are also responsible for building and servicing 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 representative will speak with warm leads to map their needs to available protection options and manage the enrollment process. They are also responsible for building and servicing a client list.
Requirements
Candidates must be self-starters who are competitive and willing to be coached. The role requires the ability to handle a performance-based environment and accept feedback.
Benefits
- Flexible hours
- Ongoing mentorship
- Remote tools
Listed skills
- Communication · Preferred
- Customer service · Preferred
- Sales · Preferred
- client relations · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Communication
- Customer service
- Sales
- Enrollment
- Client relations
- Coachable
- Self-starter
- Financial services
- Self-Starter
- Zoom (Video Conferencing Tool)
- Customer Service
- Financial Services
- Information Mapping
- Mentorship
- Coaching
Job areas
- Customer Service & Support
- Sales
- Finance & Accounting
- Member Support Representative
- Financial Services Representative
- Technical and Medical Sales Professionals (excluding ICT)
- Securities, Commodities, and Financial Services Sales Agents
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