Professional Development Associate

Accountabilities

• • Meet with clients through scheduled phone and video appointments to understand their needs, priorities, and benefit requirements.
  • Explain available life, accident, and supplemental health benefit options clearly and professionally, helping clients make informed decisions.
  • Guide eligible clients through applications and enrollment while maintaining a high standard of customer service and follow-up.
  • Build trusted, long-term relationships through active listening, responsive communication, and personalized client support.
  • Assist with ongoing service needs, including policy reviews, beneficiary updates, and other client requests.
  • Participate in structured onboarding, weekly coaching, professional development sessions, and mentorship programs.
  • Develop communication, presentation, problem-solving, goal-setting, and performance-management capabilities.
  • Learn team-building and leadership fundamentals while preparing for potential future mentoring, training, and management responsibilities.
  • Maintain consistent performance, organization, accountability, and professionalism while working independently in a fully remote environment.
  • Progress toward greater responsibility based on performance, initiative, consistency, and demonstrated leadership capabilities.

  Requirements

  • No prior insurance experience is required; comprehensive training and licensing guidance are provided.
  • Must be at least 18 years old and physically located in the United States.
  • Must be legally authorized to work in the United States.
  • Must be willing and able to obtain the required state Life & Health Insurance License.
  • Strong communication and active-listening skills, with the ability to explain information clearly and build rapport with clients.
  • Customer-focused, personable, and comfortable working directly with individuals and families.
  • Coachable and receptive to feedback, with a genuine interest in continuous personal and professional development.
  • Self-disciplined, organized, accountable, and capable of managing priorities and appointments independently.
  • Goal-oriented and motivated by performance-based achievement and career growth.
  • Comfortable working remotely and communicating through Zoom and other virtual collaboration platforms.
  • Reliable computer or laptop with webcam and microphone, high-speed internet, and a quiet, professional workspace.
  • Transferable experience in customer service, retail, hospitality, healthcare, education, administration, banking, client relations, call centers, sales, management, or military service can be valuable but is not mandatory.

  Benefits

  • Work arrangement: 100% remote within the United States.
  • Schedule: Full-time position with flexible scheduling.
  • Compensation: Commission-based weekly pay with performance bonuses rather than an hourly or fixed-salary structure.
  • Earning potential: Uncapped performance-based earning opportunities, with earnings varying according to individual production and performance.
  • Income opportunities: Potential renewal and residual income, as well as leadership compensation opportunities.
  • Qualified leads: Access to individuals who have requested benefit information, with no traditional cold calling required.
  • Training: Comprehensive virtual onboarding, product and benefits education, customer service training, and consultative sales development.
  • Licensing support: Guidance and support toward obtaining the required Life & Health Insurance License.
  • Mentorship: One-on-one mentorship, weekly coaching, and ongoing professional development.
  • Leadership development: Training in communication, team building, goal setting, performance management, and leadership.
  • Career progression: Potential advancement from Professional Development Associate to senior representative, mentor/trainer, team leader, and management roles.
  • Additional programs: Qualifying representatives may have access to medical reimbursement programs, company-supported life insurance, accidental death benefits, professional conferences, recognition programs, and incentive travel opportunities.