Remote Inbound Lead Associate

About the RoleWe're looking for thoughtful communicators to join a remote team that helps families review options and plan for what matters most to them. You'll be reaching out to people who've already requested information, walking them through what's available, and helping them decide whether to move forward. Conversations are guided and supportive - not scripted or high-pressure.This position fitssomeone who's genuinely good with peopleon the phoneand ready to learn an industry from the ground up. Many of our team members joined from different backgrounds with transferrable skills. What carries over is patience, clear communication, and follow-through.What You'll Be DoingReaching out to individuals who recently submitted a request for informationWalking through available options using guided resources and a simple intake processAnswering questions in plain language and helping people compare what's availableSubmitting applications electronically and following them through to approvalDocumenting each conversation and scheduling appropriate follow-upsCoordinating with a remote support team through daily and weekly check-ins Who This Tends to Work Well ForComfortable spending most of the day on the phone making outbound calls to warm leadsNaturally patient - you let people take their time without rushing themOrganized and dependable when working independentlyOpen to coaching and willing to apply feedbackCurious about people and what they actually needNo prior industry experience neededWhat's ProvidedInbound leads from people who've already requested informationStructured onboarding with guided practice before you take live callsOngoing weekly team coaching and access to senior team membersGroup health, dental, and vision plan optionsA clear progression path based on performance What You'll NeedA quiet workspace suitable for client callsWillingness to complete the training and onboarding courseAbility to work independently and manage your own schedule