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Part-Time Remote Member Services Specialist

  • Kingston, Ontario, Canada
  • Remote
  • Posted Sep 29, 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

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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