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Remote Client Account Specialist

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Remote Client Account Specialist

AO Garcia Agency

Remote Client Account Specialist

22 days ago

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Important information


Location:

Winnipeg, MB, Canada

Work mode:

Remote

Published on:

4 October 2026

What they need


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.

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