Job Description
- *Overview**
- We’re seeking a **Remote Customer Agent** who enjoys helping people make steady, informed decisions for their family's future. This role connects with individuals who request guidance on long-term benefits planning programs. You’ll offer clarity, reassurance, and step-by-step direction, so each person understands where they’re headed.
- *What You’ll Do**
- Speak with new inquiries and explore what they’re hoping to accomplish
- Explain program choices in a calm, easy-to-understand way
- Record conversation notes so clients move smoothly into the next phase
- Outline what the upcoming review steps look like
- Stay organized as you work through a consistent stream of warm leads
- Share simple updates with the internal client team when needed
- *What Helps You Thrive**
- You communicate in a friendly, grounded way
- You like having a structured process to follow
- You’re reliable in a remote setting with steady work habits
- You enjoy helping people make sense of their options
- You don’t mind repeat tasks and consistent routines
- *What's Provided**
- Remote position with flexibility
- Clear training and daily support
- Warm leads supplied
- Performance-based compensation with bonuses and residual income
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
- Benefits
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
- Work from home
Work Location: Remote
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