Remote Customer Agent (Entry Level)
Overview We’re seeking a Remote Customer Agent who enjoys helping people make steady, informed decisions for their family's future. This role connects with individuals who request guidance on long-term benefits planning programs. You’ll offer clarity, reassurance, and step-by-step direction, so each person understands where they’re headed. What You’ll Do • Speak with new inquiries and explore what they’re hoping to accomplish • Explain program choices in a calm, easy-to-understand way • Record conversation notes so clients move smoothly into the next phase • Outline what the upcoming review steps look like • Stay organized as you work through a consistent stream of warm leads • Share simple updates with the internal client team when needed What Helps You Thrive • You communicate in a friendly, grounded way • You like having a structured process to follow • You’re reliable in a remote setting with steady work habits • You enjoy helping people make sense of their options • You don’t mind repeat tasks and consistent routines What's Provided • Remote position with flexibility • Clear training and daily support • Warm leads supplied • Performance-based compensation with bonuses and residual income Job Type: Full-time Pay: $50,000.00 - $65,000.00 per year Benefits: • Dental insurance • Flexible schedule • Health insurance • Vision insurance • Work from home Work Location: Remote