Remote Customer Relationship Agent (Entry Level)

Overview

We’re seeking a Remote Customer Relationship 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 independent role with flexibility
• Clear training and daily support
• Warm leads supplied
• Performance-based compensation with bonuses and residual income

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