Remote Customer Agent (Entry Level)

OverviewWe’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 neededWhat 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 routinesWhat's Provided • Remote position with flexibility• Clear training and daily support• Warm leads supplied• Commission-based compensation with performance bonuses