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The role involves contacting members to explain supplemental benefit programs and conducting virtual appointments to help them make informed decisions. You will also assist with digital applications, maintain client relationships, and follow established systems and scripts.
For more than 60 years, our organization has supported members of over 44,000 unions and associations, including educators, first responders, healthcare professionals, veterans, and other working families.
Our team helps members understand supplemental benefit programs available to them and provides clear guidance throughout the process.
The individuals you’ll work with have already requested information, so this role does not involve door-to-door prospecting or traditional cold calling. Your focus is on connecting with interested members, understanding their needs, and helping them make informed decisions.
You’ll work with members remotely through scheduled phone and video appointments. Your responsibilities will include:
Contacting individuals who have requested information about available benefits
Scheduling and conducting virtual appointments through Zoom or phone
Reviewing coverage options and answering client questions
Helping families determine which solutions best align with their needs
Assisting with digital applications and required documentation
Following up with members and maintaining long-term client relationships
Using established systems, scripts, and training resources
Participating in ongoing coaching and professional development
Working toward individual performance goals and advancement opportunities
The goal is to provide members with a professional, informative, and supportive experience from their initial appointment through ongoing service.
Prior industry experience is not required. We’re primarily looking for individuals who are dependable, motivated, and willing to learn.
Successful candidates typically have:
Strong verbal and written communication skills
A professional and positive attitude
Good organization and time-management abilities
Basic computer skills and comfort using online platforms
The ability to work independently in a remote environment
A strong work ethic and willingness to be coached
The ability to successfully complete a background check
Experience in customer service, hospitality, retail, sales, or other people-facing roles can be helpful, but full training is provided.
Our goal is to give new representatives the training, tools, and support needed to build a long-term career.
You’ll have access to:
100% remote work
Flexible full-time scheduling
Comprehensive training from the start
Personalized coaching and ongoing mentorship
Weekly compensation
Performance-based bonus opportunities
Residual income potential
Clear advancement paths into leadership and management
Health, dental, and vision benefit options
Recognition and performance incentive programs
Company-sponsored travel opportunities for qualifying representatives
A collaborative team environment focused on development and growth
This opportunity is designed for individuals who want greater control over their career trajectory.
As you develop your skills and performance, you’ll have opportunities to grow in areas such as client communication, relationship management, leadership, training, and business development.
With flexible remote work, ongoing mentorship, and advancement based on performance, you can build a career that offers both professional growth and the opportunity to make a meaningful difference for working families.
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