Job Description

We are currently expanding our remote team and looking for motivated individuals to help connect clients with benefit specialists through scheduled virtual appointments.

This position is ideal for someone who enjoys speaking with people, staying organized, and helping guide interested clients through the first step of the process. You will be contacting individuals who have requested information, confirming their details, answering basic questions, and booking them for a short Zoom appointment.

No previous industry experience is required. Full training and support are provided.

What You’ll Be Doing

• Reach out to clients who have requested benefit information
• Answer incoming calls and return missed calls
• Schedule and confirm virtual appointments
• Help clients understand the next steps in the process
• Collect and verify basic contact information
• Send appointment reminders and follow-up messages
• Keep accurate notes and update client records
• Work closely with managers and team members
• Participate in ongoing training to improve communication and booking results

What We Offer

• 100% remote work-from-home position
• Full training provided
• Weekly pay plus bonus opportunities
• Flexible scheduling
• Supportive team environment
• Career growth and advancement opportunities
• Benefits available after 90 days
• Long-term opportunity with leadership potential
• Incentive travel opportunities for qualifying team members

Who We’re Looking For

• Strong communication skills
• Positive and professional attitude
• Comfortable making and receiving phone calls
• Organized and reliable
• Self-motivated and willing to learn
• Able to work independently from home
• Coachable and team-oriented

Position Overview

This role focuses on setting appointments, following up with interested clients, and helping ensure each person is connected with the right team member for their virtual benefit review. Interviews will be held through Zoom.

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