• Deliver top-tier customer service that exceeds expectations
• Guide clients through the sales process from first contact to enrollment
• Stay sharp and up to date with the industry to provide accurate advice and education
• Build lasting relationships through virtual, personalized interactions
• Train and mentor new associates to help them develop skills and achieve success
• Work with pre-qualified warm leads—no cold calling!
• Track your performance and growth with detailed reporting
• Self-Starter: You’re motivated, disciplined, and can thrive in a remote setting
• Self-Development: Embrace training & development, high level of accountability, and a leadership focused mindset
• Strong Communicator: You can build trust and rapport via phone, email, and video
• General Computer Skills: Comfortable with Windows, Zoom and Google tools
• Problem-Solver: You think fast and find solutions that meet client needs
• Integrity & Dependability: We value honesty, Integrity, and strong work ethics