Customer Engagement Specialist - Remote

Responsibilities

• Master our proven sales systems and product suite to serve clients effectively
• Connect with clients who’ve requested information and guide them through the process
• Conduct virtual consultations via Zoom or phone
• Communicate with clients and internal teams to ensure seamless service
• Collaborate with peers and leadership to deliver an exceptional client experience
• Meet promotional benchmarks to unlock growth and income potential
• Stay compliant with state insurance and licensing requirements
• Participate in weekly virtual meetings and trainings
• Build a long-term client base using company-provided and self-generated leads
• Help families find the right protection and financial solutions for their needs

Qualifications

• 3+ years in sales, customer service, or related field preferred (not required)
• Confident using technology and virtual communication tools
• Excellent communicator with strong organizational skills
• Self-motivated, coachable, and goal-driven
• Professional presence over Zoom and the phone
• Customer-oriented with a problem-solving mindset

Requirements

• Must be able to pass a background check
• Reliable phone, computer, and internet connection
• Active Life & Health Insurance License (or willingness to obtain within 7–10 days — we’ll help)
• Flexibility to meet client schedules, including some evenings or weekends

Benefits

• 100% remote with flexible scheduling
• Uncapped monthly bonuses tied to performance
• Annual incentive trips for top producers (company and carrier sponsored)
• Access to discounted health and life insurance options
• Fast-track promotions and leadership opportunities for high performers

If you don’t yet have a Life Insurance License, we’ll walk you through the process and help you get licensed within 7–10 days of onboarding.