Job Description

About the Opportunity

We work with labor organizations, credit unions, and professional associations throughout North America , helping connect their members and families with supplemental programs designed to provide long-term financial protection and added security .

Our approach is centered on strong relationships, dependable service, and clear communication. We believe every member deserves to understand the options available to them and receive professional support when making important decisions for themselves and their families.

As our organization continues to grow, we’re looking for motivated, dependable, and people-oriented professionals who enjoy working with others, are open to learning, and want to develop their careers in a remote, team-focused environment.

The Role

As a member of our remote team, you’ll work directly with individuals who have requested information about available programs and options . Rather than cold outreach, your focus will be on understanding each member’s circumstances, answering questions, and helping them navigate the information available to them.

Success in this position comes from being a strong listener, communicating clearly, staying organized, and creating a professional and comfortable experience from the first conversation through follow-up.

The position is fully remote , giving you the ability to work independently while still receiving ongoing support, coaching, and development from an experienced team.

What You’ll Be Doing

• Meet with members through virtual appointments and phone conversations .
• Learn about each member’s individual needs, priorities, and concerns.
• Present available options in a simple, clear, and easy-to-understand way .
• Answer questions and help members make informed decisions based on their circumstances.
• Maintain accurate electronic records, notes, and follow-up information .
• Work alongside team members and leadership to achieve individual and team objectives.
• Participate in ongoing training, coaching, and mentorship designed to strengthen communication and leadership skills.
• Identify opportunities to improve processes and create a better overall experience for members.

Qualifications

• Must be authorized to work in the United States or Canada .
• High school diploma or equivalent required.
• Comfortable communicating through Zoom, phone, email, and other digital platforms .
• Strong verbal communication and active-listening skills.
• Organized and capable of managing responsibilities in a remote environment.
• Reliable, motivated, and comfortable working independently.
• Experience in customer service, sales, hospitality, or other client-facing positions is helpful but not required.

Who Does Well Here

We’re looking for individuals who are:

• Comfortable meeting and communicating with new people.
• Able to build rapport and establish trust quickly .
• Professional, patient, and attentive to details.
• Motivated by goals and personal development.
• Coachable and willing to learn new skills.
• Dependable and accountable for their results.
• Positive contributors who enjoy being part of a collaborative team.

What We Offer

• Comprehensive training and ongoing mentorship to help you develop from day one.
• A fully remote work environment with greater flexibility and independence.
• Access to a benefits package that may include dental, prescription, travel, and life coverage .
• Performance incentives, bonuses, and recognition opportunities .
• Company-sponsored travel and incentive opportunities for qualifying performers.
• Structured opportunities for career advancement and leadership development .
• A supportive environment focused on growth, accountability, and recognizing achievement.

Build a Career With Purpose

This opportunity is well suited for someone who enjoys working with people, wants to continuously improve, and is looking for more than simply another job.

You’ll have the opportunity to develop valuable communication and leadership skills while helping individuals and families better understand programs designed to support their financial future.

If you’re motivated, coachable, and ready to grow in a remote professional environment , we encourage you to apply.

Apply today to learn more about the opportunity and take the next step in your career.

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