We are currently expanding our remote team and looking for motivated individuals to help connect clients with benefit specialists through scheduled virtual appointments.
This position is ideal for someone who enjoys speaking with people, staying organized, and helping guide interested clients through the first step of the process. You will be contacting individuals who have requested information, confirming their details, answering basic questions, and booking them for a short Zoom appointment.
No previous industry experience is required. Full training and support are provided.
What You’ll Be Doing
Reach out to clients who have requested benefit information
Answer incoming calls and return missed calls
Schedule and confirm virtual appointments
Help clients understand the next steps in the process
Collect and verify basic contact information
Send appointment reminders and follow-up messages
Keep accurate notes and update client records
Work closely with managers and team members
Participate in ongoing training to improve communication and booking results
What We Offer
100% remote work-from-home position
Full training provided
Weekly pay plus bonus opportunities
Flexible scheduling
Supportive team environment
Career growth and advancement opportunities
Benefits available after 90 days
Long-term opportunity with leadership potential
Incentive travel opportunities for qualifying team members
Who We’re Looking For
Strong communication skills
Positive and professional attitude
Comfortable making and receiving phone calls
Organized and reliable
Self-motivated and willing to learn
Able to work independently from home
Coachable and team-oriented
Position Overview
This role focuses on setting appointments, following up with interested clients, and helping ensure each person is connected with the right team member for their virtual benefit review. Interviews will be held through Zoom.