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Representatives meet virtually with members to review financial programs and explain benefit options clearly. They provide assistance throughout the enrollment process while building professional relationships with clients.
For generations, we’ve focused on one goal: helping working families better understand and access programs designed to provide additional financial protection when they need it most.
We work with members of unions, associations, and professional organizations across North America, serving individuals from a wide range of backgrounds and occupations. Through virtual appointments, our representatives provide information, answer questions, and help families understand benefit options that can continue to support them through different stages of life.
Today, our virtual model allows us to provide this service remotely while giving our team members the opportunity to build their careers from home.
Life can change quickly. A new job, retirement, changes in employment, or an unexpected event can affect the benefits a family has available.
Our role is to help make those situations easier to navigate.
Representatives meet virtually with members to review available programs, understand individual needs, explain options clearly, and provide assistance throughout the enrollment process. The focus is on creating an informative and professional experience while developing relationships that can continue well beyond the initial appointment.
You don’t need to come from the benefits industry to build a successful career here. We provide structured training, continued mentorship, and ongoing professional development to help new representatives learn the role and strengthen their skills.
As you gain experience, opportunities are available to take on greater responsibilities and pursue leadership and management positions. Advancement is performance-driven, allowing motivated individuals to progress based on their development and results.
We place greater importance on professionalism, communication, and willingness to learn than on having a specific professional background.
You may be a strong fit if you:
Applicants must be at least 18 years old and have a high school diploma or equivalent. Previous experience in customer service, retail, hospitality, administration, or sales can be helpful, but it is not required.
From the interview process through training and day-to-day work, the experience is designed to operate virtually. Candidates can participate in interviews and complete the initial steps of the process remotely without needing to travel to an office.
For the right person, this can be an opportunity to build valuable professional skills while developing a long-term career.
Whether your goal is to become stronger in client communication, increase your earning potential, develop leadership skills, or eventually manage and mentor others, you’ll have access to training and support as you progress.
If you’re motivated, willing to learn, and interested in building a remote career helping working families, submit your application today to learn more.
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