Position Overview
We are looking for reliable, client-focused individuals who enjoy helping others make informed decisions. In this role, you will assist individuals and families by reviewing available protection solutions and providing clear, easy-to-understand guidance. This is a fully remote position with structured onboarding and ongoing mentorship.
Key Responsibilities
Communicate with clients via phone, video conferencing, and email in a professional manner
Review available coverage options and explain details clearly and simply
Address client questions and provide supportive guidance throughout the process
Accurately document client information and complete required digital paperwork
Work collaboratively with a remote team to deliver consistent and timely service
What We Offer
Remote Flexibility – Work from home with a flexible schedule
Comprehensive Training – Step-by-step onboarding provided; no prior industry experience required
Career Advancement – Clear paths for leadership and long-term growth
Performance-Based Compensation – Performance-based pay with bonus potential and renewals
Supportive Culture – Professional environment focused on development and success
Qualifications
Strong verbal and written communication skills
Dependable, self-motivated, and client-oriented
Organized with strong attention to detail
Willingness to obtain required licensing with company support
Customer service or client-facing experience is helpful but not required
Must be legally authorized to work in Canada or the United States