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WFH - Entry Level Training Associate

Posted 23 days ago
0-2 years experience
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AI Summary

The role involves connecting with members to schedule virtual appointments and conducting phone or video-based conversations to explain benefit options. You will also be responsible for maintaining accurate client records and participating in ongoing professional development.

Position Overview

We’re seeking motivated, service-oriented individuals who enjoy connecting with people and providing a positive client experience. This remote opportunity combines customer support, appointment coordination, and benefit education, giving you the opportunity to assist individuals and families who have already expressed interest in receiving information.

There is no cold calling and no door-to-door prospecting. Your focus is on communicating with members, answering questions, and helping them understand the options available to them.


About the Opportunity

For more than 60 years, our organization has worked with unions and professional associations throughout North America, providing benefit programs to millions of working families.

Our approach is centered around service, education, and long-term relationships. We also place a strong emphasis on developing our team through structured training, mentorship, and opportunities for professional advancement.


Your Day-to-Day Responsibilities

  • Connect with members who have requested information and schedule virtual appointments
  • Conduct phone and video-based client conversations
  • Learn about each member’s needs and explain available benefit options
  • Answer questions and provide clear guidance throughout the process
  • Assist clients with digital forms and necessary documentation
  • Maintain accurate and organized client records
  • Follow up with members to provide continued assistance
  • Participate in ongoing training, coaching, and professional development
  • Work collaboratively with your team to provide a consistent client experience

What the Opportunity Provides

  • Weekly compensation with additional bonus opportunities
  • Remote work with flexible scheduling
  • Health benefit options
  • Long-term residual income opportunities
  • Comprehensive training provided from the beginning
  • Ongoing mentorship and leadership development
  • Opportunities for performance-based advancement
  • Company-sponsored travel incentives, with previous destinations including Cancun, Puerto Rico, Las Vegas, Disney, and the Bahamas
  • Career development opportunities for individuals interested in progressing into leadership

What We’re Looking For

  • Strong verbal communication and interpersonal skills
  • Friendly and professional approach to client service
  • Reliable organization and time-management skills
  • Comfortable working independently in a remote environment
  • Self-motivated and willing to take initiative
  • Coachable with a willingness to learn and improve
  • High school diploma or equivalent required
  • Previous customer service, client support, or sales experience is an asset, but not required

Virtual Hiring Process

For convenience and flexibility, interviews, training, and onboarding are completed virtually through video conferencing.

If you’re looking for a remote opportunity where you can work directly with people, develop valuable professional skills, and pursue long-term career growth, we encourage you to apply.

Apply today to learn more about the position and our virtual interview process.

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