Remote Warm-Lead Client Representative

Overview

Days are spent on the phone with families who asked for information, full time from home. You build rapport, help households adjust or add to their insurance and financial advisory plans, and keep each follow up personal.

People who enjoy lasting relationships rather than one time calls thrive here. You should want performance based pay, and it is not a fit if you prefer to move on after each call. Training and steady support are provided, and your pay reflects the relationships you keep building.

Your Responsibilities

• Call families who asked about coverage and stay connected.
• Build rapport that keeps households coming back to you.
• Review options and revisit them as situations change.
• Help families add coverage or adjust their plans.
• Keep relationship notes so each follow up feels personal.
• Complete enrollments and remain a familiar point of contact.

The Right Fit

• Enjoy building relationships that last beyond one call.
• Comfortable following up and staying a familiar contact.
• Warm and reliable so families want to return.
• Organized enough to remember past conversations with families.
• Steady internet and a quiet workspace at home.
• Ready for an ongoing full time remote role.

What You Get

• A remote job you run from your home.
• Warm leads, with a working calendar of household conversations.
• Pay that reflects the relationships you keep building.
• Training and support for building lasting family connections.
• A team that helps you stay a trusted contact.
• Ongoing full time hours with room to build.

Pay: $67,000.00 - $87,000.00 per year

Benefits:

• Flexible schedule
• Work from home

Work Location: Remote