Part-Time Remote Member Services Specialist
- Kingston, Ontario, Canada
- Remote
- Posted Sep 29, 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 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.
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 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.
Requirements
Candidates should be self-starters who are competitive, coachable, and comfortable working in a performance-driven environment. The role requires the ability to handle feedback and a willingness to engage in ongoing mentorship.
Benefits
- Training system
- Mentorship
- Flexible hours
Listed skills
- Customer service · Preferred
- Sales · Preferred
- Communication · Preferred
- Client Relationship Management · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Communication
- Customer service
- Sales
- Financial services
- Client relationship management
- Self-motivation
- Coachable
- Enrollment processing
- Zoom (Video Conferencing Tool)
- Self-Motivation
- Customer Support
- Customer Relationship Management
- Customer Service
- Client Services
- Financial Services
- Information Mapping
- Mentorship
Job areas
- Finance & Accounting
- Sales
- Customer Service & Support
- Consulting
- Member Services Specialist
- Inbound Sales Specialist
- Shop Supervisors
- First-Line Supervisors of Non-Retail Sales Workers
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