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Remote Benefits Agent – Credit Union Member Market

Posted 1 week ago
Customer Service
Full Time
USA

Overview

This is a remote position for a Benefits Agent working with credit union members, focusing on meaningful conversations to help them understand and acquire necessary benefits.

In Short

  • Work remotely with a flexible schedule.
  • Engage in scheduled video calls with credit union members.
  • Help clients understand their coverage options without pressure.
  • Maintain organized notes and compliance during calls.
  • Participate in team training and mentorship for ongoing development.

Requirements

  • Strong people skills and ability to explain concepts clearly.
  • Organized and independent work style.
  • Willingness to learn and grow within a supportive team.
  • Desire to help others rather than just sell products.
  • Experience with credit unions or customer-facing roles is a plus.

Benefits

  • Fully remote position with the option to work from anywhere.
  • Flexible work hours to accommodate personal schedules.
  • No cold calling; engage with existing members.
  • Comprehensive training provided; no prior experience necessary.
  • Opportunities for career advancement and leadership roles.
  • Supportive team environment with positive energy.
  • Assistance with licensing if not already licensed.

ArcheBridge

ArcheBridge

ArcheBridge is dedicated to providing individuals and families with peace of mind through personalized life and health solutions. The company believes that everyone deserves a safety net to navigate life's uncertainties, and they focus on building lasting relationships based on trust and empathy. With a commitment to wellness and long-term security, ArcheBridge empowers its team members to connect with clients, understand their goals, and offer thoughtful guidance. The company fosters a supportive environment that encourages growth, flexibility, and the opportunity to make a meaningful impact in people's lives.

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