Remote · Markham, Ontario, Canada
The role involves contacting warm leads to map their needs to financial protection options and managing the enrollment process. You will also be responsible for building and servicing a consistent client list.
Remote · Kingston, Ontario, Canada
You will conduct video meetings, manage warm leads, and build a client book. The role requires following established processes and providing timely follow-through on all tasks.
Remote · Mississauga, Ontario, Canada
You will conduct video meetings with clients and manage warm leads to build a book of business. The role involves following a provided process and coaching to achieve sales goals.
Remote · Ottawa, Ontario, Canada
You will conduct video meetings with warm leads to build a client base. The role involves following provided processes and coaching to manage your own calendar and presentations.
Remote · Cambridge, Ontario, Canada
You will be responsible for running video meetings and managing warm leads to build a client book. The role involves following a provided process and coaching to effectively set appointments.
Remote · Edmonton, Alberta, Canada
You will conduct web-based video meetings to present to warm leads and build a personal book of business. The role involves following a provided sales process and coaching to achieve performance targets.
Remote · Saskatoon, Saskatchewan, Canada
The advisor will contact warm leads to explain financial-protection options and assist clients with the enrollment process. They are also responsible for maintaining a consistent follow-up rhythm and meeting activity targets.
Remote · Surrey, British Columbia, Canada
You will engage in warm-lead conversations to assist families with income and future protection services. The role involves structured daily activities and participating in coaching sessions to ensure professional development.
Remote · Edmonton, Alberta, Canada
You will assess client needs, present financial options, and maintain ongoing relationships with clients. Additionally, you are responsible for administrative tasks including note-taking, scheduling appointments, and maintaining CRM data.
Remote · Kingston, Ontario, Canada
The specialist will communicate with warm leads to identify their financial protection needs and guide them through the enrollment process. They are also responsible for building and maintaining a client list while utilizing provided remote tools.