| Location | Green Bay, WI (Remote) |
We are expanding our remote team to support individuals and families seeking guidance on life and supplemental insurance coverage. This position focuses on education, client support, and long-term relationship building — not high-pressure sales.
You’ll work in a fully virtual environment, connecting with people who have requested information and helping them understand protection options that align with their needs.
Conduct scheduled virtual consultations with clients
Learn about client goals and recommend appropriate coverage options
Clearly explain products and processes in a professional, easy-to-understand manner
Assist with application completion and documentation
Maintain accurate records and follow up with clients as needed
Participate in training, coaching, and team development sessions
Strong verbal and written communication skills
Professional demeanor and customer-focused mindset
Comfortable working independently in a remote setting
Willingness to learn industry guidelines and systems
Prior experience in customer service, consulting, or related fields is helpful but not required
Fully remote work setup
Structured onboarding and ongoing education
Access to established systems and operational support
Clear performance expectations and advancement pathways
Team-based culture with mentorship and leadership support
Recognition programs and performance incentives
Weekly compensation cycle
This is an opportunity to build a long-term career in a stable, people-focused industry while working in a professional remote environment. You’ll be supported with training, resources, and leadership to help you succeed and grow.
Powered by JazzHR