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Remote - Financial Protection Advisor

@ AO Garcia Agency

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Saskatoon, Saskatchewan

Télétravail
Postuler
SIGNAUX

En bref

AO Garcia Agency is hiring a remote Financial Protection Advisor to assess client needs, explain protection options, and maintain client relationships after the first meeting. The role includes administrative work such as notes, appointments and CRM upkeep. The posting lists a qualified-interest pipeline, full training, performance-based advancement and work from home, with interviews held on Zoom.

Responsabilités :

  • Assess client needs
  • Explain protection options to clients
  • Maintain relationships after first meeting
  • Keep notes, appointments and CRM records

Résumé des exigences :

  • Driven and trainable
  • Dependable
  • Comfortable competing
  • Comfortable on camera

Outils et compétences

CRM
Source et dates

Site carrière / système de candidatures · lever

Date publiée par l’employeur
2026-11-12
Première détection par notre source
2026-11-12
Mise à jour du dossier source
2026-11-12

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineVentes
Déplacementsavion : aucun · route : aucun
Milieu de travailDomicile
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
Avantages mentionnésFormation payée

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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AO Garcia Agency

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Autres noms enregistrés
  • AO Garcia Agency
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ChampValeur
Offres sur Jobsy169
Description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling

• Qualified-interest pipeline

• Performance-based advancement

• Full training

• Current tech stack

• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.

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