Remote Benefits Agent – Credit Union Member Market

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.