Job Description
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We’re growing our virtual team and looking for individuals who enjoy helping others make informed decisions about financial protection. This role is centered on guidance, clarity, and ongoing client support rather than aggressive selling.
You’ll operate in a fully remote setting, working with individuals who have already expressed interest and are seeking clear, straightforward information about available coverage.
Core Duties
Lead scheduled video-based conversations with clients
Understand individual needs and provide appropriate coverage guidance
Explain policies, timelines, and next steps in a clear and professional manner
Support clients through paperwork and application processes
Keep organized records and complete follow-ups when necessary
Take part in training sessions, team meetings, and professional development
Candidate Profile
Confident communicator with strong listening skills
Professional, dependable, and service-oriented
Able to manage time effectively in a remote environment
Open to learning new systems, tools, and industry standards
Background in client-facing roles is an asset, though not required
What’s Included
Remote-first work structure
Formal onboarding and continuous learning support
Access to company tools, platforms, and operational resources
Defined growth paths and performance benchmarks
Collaborative team environment with ongoing leadership guidance
Performance recognition programs
Weekly pay structure
The Opportunity
This role offers a chance to establish a career in a consistent and people-driven field while maintaining the flexibility of remote work. With structured support and clear expectations, you’ll have the tools to grow professionally and contribute meaningfully.