A
Posted 6 days ago
Remote Client Engagement Specialist
Greater SudburyRemote
AI Summary
Handles warm-lead conversations and enrollment in financial services from a remote, part-time position, coaching clients while learning the tools.
About this role
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.
Skills
CRMEnrollment ProcessesFinancial Services ProductsFollow-up TrackingLead ManagementVideo ConferencingZoom
Explore related jobs
More jobs at AO Garcia Agency
- ARemote Benefits Solutions ConsultantBrampton, Ontario
- AWFH Member Support RepresentativeVancouver, British Columbia
- ARemote Sales Manager in TrainingWinnipeg, Manitoba
- AHome-Based Family Protection ConsultantMississauga, Ontario
- AVirtual Insurance AdvisorEdmonton, Alberta
- AWork From Home - Part-Time Client Services RepresentativeOttawa, Ontario
Similar CRM jobs
Jobs in Greater Sudbury
- B
Electrical EIT (Engineering Intern)BESTECH · Greater Sudbury, Ontario - MAZ City P&D Truck Driver Earn Up To $90,000 a Year!!Manitoulin Group of Companies · Greater Sudbury, ON
- S
Summer FC Learn to Play - Soccer Coach - SudburySummer FC · Greater Sudbury, California - SSummer FC Learn to Play - Soccer Coach - HanmerSummer FC · Greater Sudbury, California
- AVirology, Therapeutic Specialist - Northern OntarioAbbvie · Greater Sudbury, ON
- AGeneral Labourer (Non-Ferrous)American Iron and Metal · Greater Sudbury, ON
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.