Financial Services Representative - Remote
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What you'll do
- Communicating with union members through inbound and outbound calls
- Scheduling and conducting virtual or telephone appointments
- Presenting benefit programs clearly and professionally
- Helping members understand options based on their individual needs
- Completing digital applications accurately and efficiently
- Upholding company standards for service, quality, and compliance
- Participating in ongoing training, mentorship, and leadership development
What they're looking for
- Candidates must be legally authorized to work in the United States or Canada.
- Communication
- Professionalism
- Organization
- Initiative
- Collaboration
- Technical Confidence
Nice to have
- Previous customer service or sales experience
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Make an Impact From Home
Build a rewarding career helping working families understand and access benefits that provide long-term protection. In this fully remote position, you will connect with union members who have requested information, explain their coverage, and help them explore the options available to them.
Remote Position | Flexible Schedule | Weekly Pay | Monthly Bonuses
What You'll Do
You will support members throughout the process, from the initial consultation to application completion. Your key responsibilities will include:
- Communicating with union members through inbound and outbound calls
- Scheduling and conducting virtual or telephone appointments
- Presenting benefit programs clearly and professionally
- Helping members understand options based on their individual needs
- Completing digital applications accurately and efficiently
- Upholding company standards for service, quality, and compliance
- Participating in ongoing training, mentorship, and leadership development
What You'll Bring
We're seeking motivated, dependable individuals who enjoy helping others and building meaningful professional relationships.
Communication | Professionalism | Organization | Initiative | Collaboration | Technical Confidence
Previous customer service or sales experience is helpful but not required. Comprehensive training, mentorship, and ongoing support are provided.
Candidates must be legally authorized to work in the United States or Canada.
What We Offer
- Fully remote work: Build your career from the comfort of your home.
- Flexible scheduling: Create a schedule that complements your lifestyle.
- Comprehensive benefits: Receive health, dental, and life insurance coverage.
- Competitive earnings: Enjoy weekly pay and opportunities to earn monthly bonuses.
- Professional growth: Develop valuable skills through structured training and mentorship.
- Leadership opportunities: Advance your career through ongoing leadership development.
- Recognition and travel: Qualify for company-sponsored trips to destinations such as the Bahamas, Cancun, and Las Vegas.
Who We Are
For more than 60 years, we have partnered with over 40,000 unions and associations across North America. As the world's only supplemental benefits company operating under a fully unionized model, we deliver trusted supplemental and permanent benefit programs to the hardworking families who strengthen our communities.
Our mission is to protect | educate | support. Every program is designed to help members build lasting financial security and enjoy greater peace of mind at every stage of life.
Company
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