Work From Home - Part-Time Client Onboarding Specialist
Apply on company site View on the company's hiring page (jobs.lever.co)
Posted by Aogarciaagency on the hiring system it uses for its careers page; applications go straight to the company.
Can I apply?
- Part-time
- Remote from Canada
- Work permit not stated
Remote part-time client onboarding role in financial services (protection products), based in Burnaby, British Columbia.
Work involves speaking with people who requested information, mapping needs to protection options, running a simple enrollment flow, and building a client list.
Pay, hours per week, and eligibility rules for remote work outside the posting's location are not stated; the next step is a Zoom overview.
From the posting
- workplace
ATS workplace type: remote
- remote eligible countries
ATS location: Burnaby, British Columbia
- locations
ATS location: Burnaby, British Columbia
- employment types
Part-Time Client Onboarding Specialist
- job function
Speak with people who asked for information
- role family
Build and service a client list
- skills
Build and service a client list
- actionable
Map needs to available protection options
- scam risk
can handle a performance environment
Job description
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.
Seen on
- lever — jobs.lever.co