Work From Home - Part-Time Client Services Representative

Ottawa, Ontario, Canada
Remote
Posted Oct 12, 2026
1 position

Opens an external site

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

Job summary

The representative will communicate with warm leads to map their needs to protection options and manage a client list. They will also perform simple enrollment flows and participate in ongoing mentorship.

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

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.