Entry Level Customer Service - Work From Home
About Us
We proudly partner with labor unions, credit unions, and professional associations across North America to deliver supplemental programs that enhance financial protection and long-term security for their members and families. Through these partnerships, we help working individuals safeguard what matters most — their income, health, and peace of mind.
Our organization has built its reputation on integrity, service, and genuine commitment to people. Every member we serve receives personalized care and transparent guidance, ensuring they fully understand the benefits available to them. We don’t believe in a one-size-fits-all approach — every family’s story is unique, and so is the way we help them protect it.
Our mission is simple yet powerful: to empower and protect hardworking families. We strive to make a tangible difference in the lives of those we serve, offering benefit programs that provide lasting stability and reassurance. As we continue to expand, we’re seeking motivated, people-focused professionals who are ready to grow personally and professionally while contributing to something meaningful — all from the comfort of a fully remote workspace.
The Opportunity
This position provides a rare chance to make a genuine impact every day. You’ll be the trusted link between members and the benefit programs they’ve requested information about. Through virtual consultations, you’ll listen carefully, ask thoughtful questions, and help individuals and families find options that fit their unique goals and needs.
Working in a fully remote environment, you’ll have the freedom to structure your schedule, maintain a healthy work-life balance, and collaborate with teammates who share your drive and sense of purpose. This is more than just a job — it’s a long-term career path where performance and passion go hand in hand.
Key Responsibilities
Conduct virtual meetings and phone consultations with members who have expressed interest in learning more about their available programs.
Build trust through active listening and empathetic communication, ensuring each member feels heard and supported.
Clearly explain benefit options and guide families toward decisions that align with their priorities.
Maintain organized digital documentation and accurate records of each interaction.
Collaborate with your team to achieve shared objectives and uphold the highest standards of service.
Participate in ongoing training and professional development to strengthen your leadership, communication, and consultative skills.
Offer feedback and ideas that improve efficiency, teamwork, and the overall member experience.
Qualifications
Must be legally authorized to work in the United States or Canada.
High school diploma or equivalent required; post-secondary education is an asset.
Comfortable using Zoom, email, and digital tools for communication and recordkeeping.
Strong communication, interpersonal, and active-listening skills.
Self-motivated and disciplined, capable of working independently in a remote environment.
Prior experience in customer service, sales, consulting, or client relations is an advantage, but not required — we provide full training.
Ideal Characteristics
Naturally empathetic and relationship-oriented, with a genuine desire to help others.
Dependable and adaptable, able to stay organized even in a fast-paced setting.
A team-oriented contributor who values collaboration and accountability.
Professional, confident, and compassionate communicator, focused on doing what’s right for each member.
What We Offer
A comprehensive benefits package, including life, dental, prescription, and travel coverage.
Remote work flexibility and a schedule designed to support your lifestyle.
Performance bonuses, incentives, and travel rewards for top performers.
Continuous training, mentorship, and leadership development programs to help you reach your goals.
A supportive, inclusive culture that recognizes hard work, celebrates success, and encourages long-term growth.
Make an Impact
If you’re someone who takes pride in helping others, enjoys meaningful conversation, and wants a career that offers both purpose and stability, this is your opportunity to thrive.
Join a team that helps thousands of families across North America feel more confident and secure about their financial future. Your effort will be recognized, your growth will be supported, and your success will be shared.