Qualifications
Strong communication and people skills
Comfortable using Zoom, online forms, and digital systems
Self-motivated and able to work independently in a remote setting
Positive attitude with a willingness to learn and grow
High school diploma or equivalent required
Post-secondary education is considered an asset
Must be legally authorized to work in the United States or Canada
Key Responsibilities
Meet with members by phone or video conference to review available benefit options
Provide clear explanations and answer questions in a professional manner
Follow up with members to offer additional support when needed
Assist with completing digital forms, applications, and required documentation
Maintain accurate records while following company guidelines and compliance standards
Build positive relationships with the individuals and families you support
What We Offer
Fully remote work environment with flexible scheduling options
Structured training and onboarding to help you get started
Ongoing mentorship and professional development
Opportunities for career advancement and leadership growth
Recognition programs and performance-based incentives
Eligibility for company-sponsored travel opportunities and team events
About the Opportunity
We are a growing organization focused on supporting individuals and families as they explore benefit programs designed to provide long-term financial protection and peace of mind. Through our work with established unions, associations, and member-based groups, we help members better understand the options available to them and guide them through a simple, professional process.
Our team is committed to clear communication, dependable support, and creating a positive experience for every member we assist.
Role Overview
This opportunity is well-suited for individuals who enjoy speaking with people, answering questions, and providing helpful guidance. You will connect with members who have already expressed interest in learning more about available benefit programs.
In this role, you will explain options in an easy-to-understand way, support members through virtual consultations, and assist with basic digital documentation so they can make informed decisions with confidence.