Fully Remote - Client Needs Navigator
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?
- Remote from Canada
- Work permit not stated
Fully remote financial-services role based in Coquitlam, BC, focused on warm-lead conversations with families.
Structured days, training before performance expectations, and coaching while you ramp up.
Hiring criteria: on-time follow-up, clean video presence, fast tool learning, and respect for clients.
No salary, employment type, or work-authorization requirements are stated; the posting says to apply and then attend a Zoom interview.
From the posting
- workplace
ATS workplace type: remote
- remote eligible countries
ATS location: Coquitlam, British Columbia
- locations
ATS location: Coquitlam, British Columbia
- job function
warm-lead conversations
- role family
Remote financial-services role
- skills
On-time follow-up
- skills
Clean video presence
- skills
Fast learning on tools
- skills
Respect for the client
- actionable
Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.
- scam risk
Apply now. Zoom interview.
Job description
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.
Seen on
- lever — jobs.lever.co