A helpful conversation can make a difference when a family is reviewing its coverage. Were looking for approachable, motivated individuals who can listen carefully, explain information clearly, and deliver a professional experience from the first appointment through follow-up.
Working from home, youll help clients explore life insurance and supplemental benefit options, answer questions, and navigate the application process. This role includes both customer service and insurance sales responsibilities, with an emphasis on understanding client needs and supporting informed decisions.
Your Day at a Glance
Your day will involve a mix of scheduled conversations, client follow-up, and team development. You might begin by reviewing appointments and responding to questions, then meet with families virtually to discuss their priorities and available coverage.
Between appointments, youll update records, assist with applications, and keep outstanding requests moving forward. Regular coaching and training will help you strengthen your product knowledge and approach to client conversations.
Core responsibilities include:
Communicating with prospective and existing clients by phone and video.
Asking questions to understand each households coverage needs.
Explaining policy features, costs, limitations, and eligibility.
Recommending suitable options based on the information clients provide.
Helping clients complete digital applications accurately.
Tracking appointments, conversations, and follow-up tasks.
Working toward individual service and sales goals.
Start with Your Strengths
You dont need an insurance background to apply. Experience working with customers, handling questions, explaining products, or organizing a busy schedule can provide a useful foundation.
We welcome applicants from retail, hospitality, administration, customer support, and sales, as well as those beginning their careers.
You may be a good fit if you:
Enjoy meeting people and building rapport.
Listen closely and communicate with patience.
Follow through on commitments and stay organized.
Take initiative while remaining open to feedback.
Feel comfortable learning new software and processes.
Can stay focused and productive in a remote environment.
Build Your Skills with Support
Training will introduce you to the products, digital tools, and processes used throughout the client experience. Ongoing coaching provides opportunities to ask questions, review your progress, and practice what youve learned.
As you gain experience, youll develop skills in virtual presentations, relationship management, needs assessment, and problem-solving. Representatives who demonstrate consistent results and readiness may have opportunities to take on additional responsibilities or pursue leadership development.
What the Opportunity Offers
Remote work
Complete your responsibilities from a suitable home workspace using phone, video, and online platforms.
Performance-based earning opportunities
Develop your earning potential through sales results and ongoing client relationships.
Training and mentorship
Receive structured guidance as you learn the role and continue developing your skills.
Professional development
Gain practical experience that supports growth in client service, sales, and leadership.
Benefit options
Available to eligible representatives, subject to applicable plan terms.
A connected team
Participate in virtual meetings, shared learning, and regular coaching.
Getting Started
Youll need reliable internet access, a quiet workspace, and comfort using email, video meetings, and online forms. You must also be willing to obtain the required insurance licence before conducting licensed activities.
During the interview process, well discuss the compensation structure, daily expectations, benefit eligibility, and licensing requirements.
Apply today if youre ready to learn, connect with clients, and take the next step in your career.
