Key Responsibilities
Conduct professional inbound and outbound client communications via phone and digital platforms
Follow established scripts to guide client conversations, assess individual needs, and identify the best solutions for each client
Qualify prospective clients based on company criteria to ensure the right fit for available services
Accurately maintain and update client records, personal information, and interaction history in accordance with company standards and privacy guidelines
Service existing clients with professionalism, consistency, and care to foster long-term relationships
Build trust-based connections with clients through active listening, empathy, and follow-through Collaborate with team leadership to continuously improve the client experience and support overall agency growth
Minimum Requirements:
Must be 18 years of age or older
Reliable high-speed internet access
A quiet, professional workspace free from distractions during client interactions
A smartphone and a laptop or computer capable of supporting digital communication and CRM tools
Skills & Attributes We're Looking For:
Outgoing, warm, and confident communicator: both verbally and in writing
A servant's heart with a genuine desire to help people navigate important decisions Self-motivated with the drive to pursue personal and professional growth
Coachable and open to feedback, training, and development
Strong organizational skills and attention to detail
Ability to maintain professionalism and confidentiality when handling sensitive client information
Pay: $40,000.00 - $60,000.00 per year
Benefits
Dental insurance
Flexible schedule
Health insurance
On-the-job training
Parental leave
Vision insurance
Work from home
Application Question(s)
Do you have a laptop or tablet?
Do you have reliable internet access and a quiet workspace?
Work Location: Remote