Jobs in Richmond Hill, ON

Job summary

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.

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 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.

Requirements

Candidates must be self-starters who are competitive and open to receiving coaching and feedback. The role requires the ability to handle a performance-driven environment and a willingness to engage in conversations with clients.

Benefits

• Flexible hours
• Mentorship
• Training system

Listed skills

• Sales · Preferred
• Communication · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial services
• Sales
• Communication
• Client relationship management
• Enrollment
• Self-motivation
• Coachable
• Performance-oriented
• Zoom (Video Conferencing Tool)
• Self-Motivation
• Customer Relationship Management
• Management
• Financial Services
• Information Mapping
• Mentorship
• Coaching

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Navigator
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents