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Ambitious Entry Level Customer Service Rep WFH

Lisa Russel
Full-time
Remote
United States

Role Overview | Responsibilities | Rewards

What You’ll Do

  • Engage Virtually with Clients: Meet with clients via Zoom to understand their goals and recommend personalized financial solutions.

  • Master Benefit Solutions: Develop expertise in financial and insurance strategies to help clients make informed decisions.

  • Build Long-Term Relationships: Establish trust through consistent follow-up, service, and support.

  • Stay Industry-Ready: Continuously expand your knowledge to remain competitive and effective.

  • Collaborate Remotely: Work alongside a driven, high-energy team where collaboration fuels success.

Why Join Us

  • Voted #24 Happiest Company to Work For – Be part of a positive, supportive culture.

  • A+ Superior Rating by A.M. Best – Join a financially strong and trusted organization.

  • Industry Leader – Our parent company serves more policyholders than any other insurance provider worldwide.

What We Offer

  • Work From Anywhere: Fully remote with schedule flexibility.

  • Full Training Provided: No experience necessary—we teach you everything you need to succeed.

  • Positive Team Culture: Motivated, supportive, and growth-focused environment.

  • Career Advancement: Clear, performance-based paths for growth and leadership.

  • Weekly Pay + Bonuses: Consistent income with performance-based rewards.

  • Medical Reimbursement Program: Available after 90 days.

  • Residual Income Potential: Earn ongoing income tied to long-term client relationships.

  • Incentive Trips: Qualify for all-expense-paid travel to exciting destinations.

Key Responsibilities

  • Communicate with clients via phone and Zoom

  • Schedule and conduct virtual appointments

  • Present and explain insurance products and benefit options

  • Assist clients with completing applications

  • Participate in optional training and development sessions

Who Thrives Here

  • Service-Oriented Professionals: Motivated by helping others.

  • Strong Communicators: Comfortable explaining information clearly and confidently.

  • Goal-Driven Individuals: Self-starters who take ownership of results.

  • Adaptable Team Players: Comfortable working remotely in a collaborative environment.

Ready to Make an Impact?

If you’re looking for a career that offers flexibility, growth, and the opportunity to truly help families, we encourage you to apply today and take the next step toward a rewarding future.