Remote Benefits Agent – Credit Union Member Market

Overview

This position is for a Remote Benefits Agent working with credit union members to provide personalized support and guidance without cold calling.

In Short

• Engage in scheduled video calls with credit union members.
• Assist members in understanding their coverage options.
• Communicate information clearly without jargon.
• Maintain organized notes and ensure compliance.
• Participate in team trainings and receive mentorship.

Requirements

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

Benefits

• Fully remote work environment.
• Flexible scheduling options.
• No cold calling involved.
• Comprehensive training provided.
• Opportunities for career growth and leadership roles.
• Supportive team culture.
• Licensing support for those who are not yet licensed.