WFH Entry-Level Engagement Representative | Client Services

Accountabilities:

• • Conduct scheduled client consultations through Zoom and phone while delivering a professional, welcoming, and informative experience.
  • Connect with individuals and families who have requested information about available benefits and understand their needs, questions, and priorities.
  • Provide clear, personalized information about applicable benefits and, once properly licensed, explain life, accident, and supplemental health insurance options.
  • Help clients evaluate available coverage based on their individual and family protection needs and guide eligible clients through applications and enrollment.
  • Assist with required documentation and help clients understand the coverage they select.
  • Support existing policyholders with applicable policy reviews, coverage questions, beneficiary information, service needs, and follow-up requests.
  • Maintain accurate digital records and documentation while ensuring timely and dependable communication.
  • Build long-term relationships through active listening, professionalism, responsiveness, and consistent client service.
  • Focus on scheduled appointments, benefits education, enrollment assistance, policyholder engagement, and ongoing support rather than traditional cold prospecting.
  • Participate in virtual onboarding, coaching, mentorship, and professional development programs to strengthen communication, customer service, relationship-management, sales, and leadership skills.
  • Demonstrate the consistency, initiative, and accountability needed to potentially progress toward training, mentorship, team leadership, and management opportunities.

  Requirements:

  • No previous insurance experience is required; entry-level applicants, recent graduates, and career changers are welcome.
  • Experience in customer service, member services, retail, hospitality, healthcare, education, administration, banking, financial services, call centers, client relations, account management, sales, or leadership may transfer well.
  • Strong verbal communication, active listening, interpersonal, and relationship-building abilities.
  • Customer-focused mindset with a professional, dependable, and ethical approach to client interactions.
  • Strong organization, attention to detail, time management, accountability, and follow-through.
  • Ability to work independently from a home environment while collaborating effectively with a virtual team.
  • Comfortable learning and using Zoom, web-based applications, digital business systems, and other technology.
  • Coachability, willingness to learn, and openness to structured training and feedback.
  • Goal-oriented mindset and motivation to develop professionally and financially through performance.
  • Applicants must be at least 18 years old, physically located in the United States, and legally authorized to work in the United States.
  • Access to a reliable computer or laptop, high-speed internet, webcam, microphone, and quiet professional home workspace.
  • Willingness to complete required training and obtain the appropriate state Life & Health Insurance License before performing activities requiring licensure.

  Benefits:

  • 100% remote / work-from-home environment with no daily commute.
  • Flexible scheduling opportunities while maintaining the availability required for client service and performance.
  • Commission-based compensation with weekly pay, rather than an hourly or salaried structure.
  • Performance-based bonuses, recognition programs, and additional achievement incentives.
  • Renewal and residual income opportunities.
  • Qualified client opportunities provided, with no lead purchasing required.
  • No traditional cold calling.
  • Comprehensive virtual onboarding and ongoing professional training.
  • One-on-one mentorship, weekly coaching, and professional development.
  • Licensing guidance and support for candidates who need to obtain the appropriate state Life & Health Insurance License.
  • Medical insurance reimbursement program for qualifying representatives.
  • Company-supported life insurance and Accidental Death Benefit coverage, subject to eligibility requirements.
  • Professional and union support where applicable.
  • Access to virtual technology, digital business systems, and collaborative team resources.
  • Potential recognition opportunities including incentive travel, leadership conferences, professional development events, contests, and achievement awards.
  • Potential career progression toward client services, training, mentorship, team leadership, management, and advanced leadership.
  • Eligibility, qualification periods, program availability, and advancement requirements may apply. Individual earnings vary, and no specific income level is guaranteed.