Client Concierge Representative - Work From Home
- Barrie, Ontario, Canada
- Remote
- Posted Oct 3, 2026
- 1 position
Opens an external site
- Employment type
- Full-time
- Experience level
- Entry, Junior · 0+ years
- Posting language
- English
- Working hours
- 40 hours per week
Job summary
The representative will manage warm leads by conducting conversations to explain financial-protection options and assisting clients with enrollment. They are expected to maintain a consistent follow-up rhythm while meeting activity and performance targets.
Job details
Looking for motivated people who want a remote career with upside — not another dead-end job. This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results. The work • Take requested conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm You get • Remote work • A written process so you are not inventing the job • Coaching from people who have done the work • A path into leadership if you produce You should apply if you are competitive, coachable, and comfortable on camera. Skip this if you need constant supervision or hate talking to clients. Interviews are on Zoom. \n \n
What you’ll do
The representative will manage warm leads by conducting conversations to explain financial-protection options and assisting clients with enrollment. They are expected to maintain a consistent follow-up rhythm while meeting activity and performance targets.
Requirements
Candidates must be competitive, coachable, and comfortable communicating on camera. The role requires the ability to work independently without constant supervision and a willingness to engage directly with clients.
Benefits
- Remote work
- Coaching
- Leadership path
Listed skills
- Customer service · Preferred
- Sales · Preferred
- Communication · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Communication
- Customer service
- Sales
- Lead follow-up
- Financial services
- Coachable
- Competitive
- Video conferencing
- Zoom (Video Conferencing Tool)
- Customer Service
- Financial Services
- Leadership
- Lead Management
- Coaching
- Video Conferencing
Job areas
- Sales
- Customer Service & Support
- Finance & Accounting
- Consulting
- Concierge Representative
- Concierge
- Client Information Workers Not Elsewhere Classified
- Concierges