Job Details

Job Opportunity

We collaborate with labor unions, credit unions, and professional associations across North America to provide their members and families with supplemental programs that strengthen financial security and protect their future. Our organization has built its reputation on integrity, service, and commitment, ensuring every member we serve receives the personalized attention and guidance they deserve.

Our mission is to empower and protect working families by offering programs designed to provide lasting peace of mind. We're expanding our team with motivated, people-oriented individuals who want to grow personally and professionally while making a meaningful difference all from the comfort of home.

The Opportunity

This position offers the chance to connect directly with members who have requested information about their available programs. You'll engage with individuals and families, listen carefully to understand their needs, and help them explore options that align with their goals.

You'll be working in a fully virtual environment, giving you the flexibility to manage your time effectively, collaborate with like-minded teammates, and build a rewarding long-term career that combines purpose with performance.

Responsibilities

• Conduct virtual consultations and phone meetings with members who have expressed interest in learning more.

• Listen actively to understand each person's priorities and communicate options clearly and professionally.

• Maintain organized digital documentation and records of each interaction.

• Collaborate with team members to achieve shared objectives and maintain high service standards.

• Take part in training sessions and ongoing development programs to strengthen communication, leadership, and problem-solving skills.

• Contribute ideas and feedback that enhance 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; further education is an asset.

• Proficient using Zoom and basic online tools for communication and documentation.

• Excellent communication, interpersonal, and active-listening skills.

• Reliable, self-motivated, and comfortable working independently.

• Experience in customer service, consulting, or people-focused environments is an advantage.

Ideal Characteristics

• Naturally empathetic and relationship-driven, with a genuine desire to help others.

• Adaptable, dependable, and detail-oriented, even in fast-paced situations.

• A team player with a collaborative mindset and strong accountability.

• Confident, professional communicator with integrity and compassion.

What We Offer

• A comprehensive benefits package including dental, prescription, travel, and life coverage.

• Work-from-home flexibility and a schedule designed to support your lifestyle.

• Performance bonuses, recognition programs, and incentive travel opportunities for top performers.

• Ongoing mentorship, training, and leadership development to help you grow into new roles.

• A positive, inclusive team culture where hard work is recognized and success is shared.

Make an Impact

If you take pride in helping others, enjoy connecting with people, and want a career that offers both purpose and stability, this is your chance to do meaningful work while building a bright future.

You'll be part of a team that makes a difference every day helping families across North America feel secure, supported, and confident about tomorrow.

Apply today and take the first step toward a rewarding remote career where your effort truly matters.