We are a growing organization focused on helping individuals and families better understand benefit programs that support long-term financial security. Through our work with established member groups, unions, and associations, we provide clear guidance, dependable service, and ongoing support to people seeking information about their available options.
Our approach is built on professionalism, transparency, and creating a positive experience for every member we assist.
This is a long-term career opportunity for individuals who enjoy helping others, communicating clearly, and working in a professional remote environment. In this role, you will connect with members who have already expressed interest in learning more about available benefit programs.
You will answer questions, explain options in a simple and supportive way, and guide individuals through a consultation process so they can make informed decisions with confidence.
Conduct virtual consultations with members by phone or video
Explain available benefit programs clearly and professionally
Follow up with members to provide additional information and support
Assist with digital forms, applications, and documentation
Maintain accurate records while following compliance standards
Build strong, trust-based relationships with the individuals and families you support
Long-term career growth with advancement opportunities
Leadership development pathways
Fully remote work environment with flexible scheduling
Structured onboarding and training
Ongoing mentorship and professional development
Recognition programs and performance-based incentives
Eligibility for company-sponsored travel, events, and team experiences
Strong communication and interpersonal skills
Comfortable using Zoom, online systems, and digital tools
Self-motivated and able to work independently from home
Positive attitude with a willingness to learn and grow
High school diploma or equivalent required
College or university education considered an asset
Legally authorized to work in the United States or Canada