Remote Position

Remote Customer Agent (Entry Level)

🌍 Remote · United States 💼 Full-time

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 Apply tot his job
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