Opens an external site
- Employment type
- Full-time
- Experience level
- Entry, Junior · 0+ years
- Apply by
- Dec 7, 2026
- Posting language
- English
- Working hours
- 40 hours per week
Job summary
The associate will conduct virtual client appointments to review benefit options and assist with applications and enrollment. They are also responsible for maintaining accurate client records and building long-term professional relationships.
Job details
Join a remote team where your communication skills, consistency, and performance can create opportunities for continued advancement. We provide an established training and support system designed to help you develop professionally while assisting individuals and families with important benefit and protection options. Whether you're beginning a new career or looking for greater flexibility and earning potential, you'll have access to the tools, coaching, and resources needed to get started. What Makes This Opportunity Different Training From Day One Previous industry experience isn't necessary. You'll receive virtual training covering client communication, available programs, technology, and the processes you'll use in your day-to-day work. Ongoing coaching is also provided as you develop. Remote Work Environment Complete your responsibilities virtually without a daily commute. You'll have flexibility in organizing your schedule while remaining connected with clients and your team online. Performance-Based Advancement Career progression is driven by your results, consistency, and willingness to develop—not simply how long you've been with the organization. Individuals interested in leadership can receive additional mentorship and development. Rewards for Strong Performance Your work can lead to additional earning opportunities, recognition, incentives, and professional advancement. Qualifying team members may also have access to travel incentives and additional benefits. Your Role You'll work directly with individuals and families who are looking for information about available programs. Responsibilities include: Conducting scheduled virtual client appointments Learning about each client's priorities and circumstances Reviewing available benefit and protection options Helping clients identify solutions suited to their needs Answering questions and providing clear information Assisting with applications and enrollment Completing follow-ups with new and existing clients Developing professional, long-term client relationships Maintaining organized and accurate client records Participating in team meetings, training, and coaching What We're Looking For You may be a good fit if you are: Motivated and comfortable working independently Confident communicating with new people Organized and responsible with your schedule Goal-oriented and interested in professional growth Comfortable working in a virtual environment Open to training, coaching, and feedback Consistent with appointments and follow-up Interested in developing leadership and communication skills Legally authorized to work where the position is offered What the Opportunity Offers Fully remote work Flexible full-time scheduling Weekly compensation Recurring income potential Comprehensive training Ongoing mentorship and coaching Performance-based incentives and recognition Leadership development Advancement opportunities Qualifying travel incentives Long-term career growth potential If you're looking for an opportunity where your performance can directly influence your professional growth and earning potential, we encourage you to apply. Take the next step and discover what you can build with the right training, support, and commitment.
What you’ll do
The associate will conduct virtual client appointments to review benefit options and assist with applications and enrollment. They are also responsible for maintaining accurate client records and building long-term professional relationships.
Requirements
No previous industry experience is required as comprehensive training is provided. Candidates should be motivated, organized, and comfortable working independently in a virtual environment.
Benefits
- Travel incentives
- Performance-based incentives
- Professional advancement
- Mentorship
- Coaching
Listed skills
- Time management · Preferred
- Customer service · Preferred
- Problem solving · Preferred
- Organization · Preferred
- record keeping · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Client communication
- Customer service
- Relationship management
- Time management
- Organization
- Problem solving
- Active listening
- Virtual collaboration
- Enrollment assistance
- Record keeping
- Influencing Skills
- Influencing Without Authority
- Communication
- Leadership
- Leadership Development
- Mentorship
- Coaching
- Virtual Training
- Scheduling
- Virtual Environment
- Goal-Oriented
Job areas
- Customer Service & Support
- Sales
- Administrative
- Customer Experience Associate
- Customer Service Representative (General)
- Inquiry Clerks
- Customer Service Representatives
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