Remote Client Associate (Entry Level)

Overview

We’re recruiting on behalf of a client seeking a Remote Customer Agent who enjoys helping

people make steady, informed decisions for their family's future. This role connects with

individuals who request guidance on long-term benefits planning programs. You’ll offer

clarity, reassurance, and step-by-step direction so each person understands where they’re

headed.

What You’ll Do

• Speak with new inquiries and explore what they’re hoping to accomplish

• Explain program choices in a calm, easy-to-understand way

• Record conversation notes so clients move smoothly into the next phase

• Outline what the upcoming review steps look like

• Stay organized as you work through a consistent stream of warm leads

• Share simple updates with the internal client team when needed

What Helps You Thrive

• You communicate in a friendly, grounded way

• You like having a structured process to follow

• You’re reliable in a remote setting with steady work habits

• You enjoy helping people make sense of their options

• You don’t mind repeat tasks and consistent routines

What's Provided

• Remote position with flexibility

• Clear training and daily support

• Warm leads supplied

• Commission-based compensation with performance bonuses

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance
• Work from home

Work Location: Remote