Work From Home - Part-Time Client Services Representative
- Surrey, British Columbia, Canada
- Remote
- Posted Oct 1, 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
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.
Job details
Stop hunting strangers. Start talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp. Why this is different 1. The work has a point — families protecting income and future. 2. Home base. No office required. 3. You are trained before you are expected to perform. 4. Your pipeline is warm leads. 5. High performers get a leadership track. We hire for • On-time follow-up • Clean video presence • Fast learning on tools • Respect for the client Apply now. Zoom interview. \n \n
What you’ll do
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.
Requirements
Candidates must demonstrate punctual follow-up, a professional video presence, and the ability to learn new tools quickly. A respectful attitude toward clients is essential for success in this role.
Benefits
- Leadership track
- Training provided
Listed skills
- Communication · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Client services
- Communication
- Follow-up
- Video conferencing
- Fast learning
- Financial services
- Zoom (Video Conferencing Tool)
- Quick Learning
- Customer Support
- Client Services
- Sales
- Financial Services
- Leadership
- Lead Generation
- Coaching
- Video Conferencing
Job areas
- Customer Service & Support
- Finance & Accounting
- Sales
- Client Service Representative
- Call Center Representative
- Contact Centre Information Clerks
- Customer Service Representatives
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