Client Service & Enrollment Specialist
New
A
AO NationFinancial Services
Remote — Canada (Excluding QC, NB, NS, PE, NT, YT, & NU)Full-Time
Salary60,000 - 95,000 CAD per year
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Job Details
- Required Skills
- Problem SolvingAccount ManagementRelationship managementCustomer support
Requirements
- Background or strong interest in client services, customer support, or community-facing roles.
- Growth mindset with the ability to view challenges as opportunities to learn and adapt.
- Natural talent for listening intently, identifying client needs, and providing clear, structured solutions.
- Strong work ethic with an appreciation for advancement and recognition based on personal effort.
- Ability to work independently as a self-disciplined and reliable professional.
- Comfortable managing a productive schedule from a quiet home office setup.
- Must be a resident of Alberta, British Columbia, Saskatchewan, Manitoba, Ontario, or Newfoundland and Labrador.
Responsibilities
- Work directly with families to understand their unique needs, providing personalized guidance and helping them navigate their protection options.
- Present and demonstrate company services and enrollment programs clearly to prospective clients, guiding them smoothly through the virtual application and verification process.
- Develop a thorough, comprehensive understanding of our specialized protection plans, programs, and service offerings.
- Maintain and strengthen ongoing relationships with existing clients through regular policy reviews, follow-ups, and dedicated support with account adjustments or claims.
- Ensure all client interactions, applications, and consultation practices strictly comply with provincial guidelines and legal regulatory requirements.
- Stay updated on industry trends, provincial regulations, and consultation techniques by actively participating in daily training and group coaching opportunities.
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