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AO Garcia AgencyVerified Job Source

Part-Time Financial Protection Representative - Remote

  • Edmonton, Alberta, Canada
  • Remote
  • Posted Sep 30, 2026
  • 1 position

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

Job summary

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.

Job details

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat • No cold calling • Qualified-interest pipeline • Performance-based advancement • Full training • Current tech stack • Work from home Traits that work here Driven. Trainable. Dependable. Comfortable competing. Fine with a camera. If that is your default setting, apply. Interviews on Zoom. \n \n

What you’ll do

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.

Requirements

The ideal candidate is driven, trainable, dependable, and comfortable working on camera. You must be prepared to work in a virtual environment and engage in a competitive, performance-based role.

Benefits

  • Full training
  • Performance-based advancement

Listed skills

  • Appointment Scheduling · Preferred
  • Communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Financial assessment
  • Consulting
  • Customer relationship management
  • CRM hygiene
  • Appointment scheduling
  • Communication
  • Tech stack proficiency
  • Client Needs Assessment
  • Zoom (Video Conferencing Tool)
  • Administrative Functions
  • Customer Relationship Management
  • Cold Calling
  • Sales
  • Setting Appointments
  • Virtual Environment

Job areas

  • Finance & Accounting
  • Consulting
  • Sales
  • Administrative
  • Financial Representative
  • Call Center Sales Representative
  • Contact Centre Salespersons
  • Telemarketers

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