Customer Service Associate – Work From Home

Responsibilities

Learn and execute our proven sales and client service systems

Connect with individuals and families who have requested information

Conduct virtual consultations via phone or Zoom

Clearly explain coverage options and help clients make informed decisions

Communicate effectively with clients and internal teams to ensure smooth follow-up

Collaborate with leadership and peers to deliver an excellent client experience

Meet activity and performance benchmarks that unlock growth and income opportunities

Maintain compliance with state insurance and licensing guidelines

Participate in weekly virtual meetings, coaching, and training sessions

Build long-term client relationships using company-provided and self-generated leads

Help families secure appropriate protection and financial solutions

Qualification

Represents the skills you have

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Life & Health Insurance LicenseVirtual communication toolsFollow-throughCoachabilityProfessional presenceGoal-driven mindsetClient focus

Required

Comfortable using technology and virtual communication tools

Strong communication, organization, and follow-through skills

Self-motivated, coachable, and goal-driven

Professional presence over the phone and Zoom

Client-focused with a problem-solving mindset

Ability to pass a background check

Reliable phone, computer, and internet connection

Active Life & Health Insurance License (or willingness to obtain within 7–10 days — we provide guidance and support)

Flexibility to meet client schedules, including some evenings or weekends

Preferred

Background in sales, customer service, or a related field preferred (not required)

Benefits

100% remote with flexible scheduling

Performance-based compensation with uncapped earning potential

Monthly bonuses tied to activity and results

Annual incentive trips for top performers

Access to discounted life and health insurance options

Fast-track advancement and leadership opportunities for high performers