Customer Service Associate

Remote Financial Education Consultant

For over six decades, we've been proud to stand beside working families across North America, partnering with labor unions, credit unions, and professional associations to ensure their members and loved ones have access to long-term benefit programs that protect what matters most — their financial stability, health, and peace of mind.

Our mission is deeply rooted in service. We exist to support hardworking people with integrity, compassion, and professionalism, helping them make confident decisions about their financial futures. Every conversation, every consultation, and every policy represents an opportunity to create meaningful impact for the families we serve.

As we continue to grow, we're seeking motivated, people-centered individuals who are eager to make a difference — not just in the lives of others, but in their own. Whether you're looking to build a lasting career, strengthen your leadership abilities, or simply work in a role where purpose meets flexibility, this is a place where you can truly thrive.

Position Overview

This is a remote position, offering the freedom to work from home while still engaging directly with people across North America. You'll play a vital role in ensuring that families receive the financial education, guidance, and reassurance they need during key moments in their lives.

Key Responsibilities

• Conduct virtual consultations and phone appointments to review and explain benefit options

• Assess each member's unique needs and provide personalized, easy-to-understand guidance

• Maintain accurate, organized digital records and ensure all documentation is completed properly

• Collaborate closely with your team to meet shared performance and service goals

• Participate in ongoing training and professional development sessions to continually enhance your product knowledge, communication skills, and leadership potential

• Share ideas and feedback to help improve processes, client satisfaction, and overall efficiency

Qualifications

• Must be legally eligible to work in the United States or Canada

• High school diploma or equivalent required

• Proficient using Zoom, email, and other online communication tools

• Exceptional listening, communication, and interpersonal skills

• Highly self-motivated, organized, and dependable

• Comfortable working independently in a remote environment

• Prior experience in customer service, sales, or client relations is a plus but not required

Who Excels in This Role

The ideal candidate is someone who:

• Naturally builds trust and rapport with others

• Is adaptable, consistent, and detail-oriented

• Balances independence with strong team collaboration skills

• Communicates with empathy, professionalism, and confidence

• Seeks continuous growth, feedback, and self-improvement

What We Offer

• A comprehensive benefits package, including dental, prescription, life, and travel insurance

• Full remote work flexibility, allowing you to design a schedule that fits your lifestyle

• Performance-based incentives and rewards for achieving goals and exceeding expectations

• Career growth opportunities through mentorship and structured leadership development programs

• A positive, supportive, and inclusive culture that celebrates individual and team success

Why You'll Love Working Here

This is more than just another job — it's a career that allows you to grow, contribute, and make a difference every single day. You'll have the chance to help protect families, develop lifelong professional skills, and join a company that values both personal success and collective purpose.

Here, your work matters. Your growth is encouraged. And your achievements are celebrated. If you're ready to build a future that combines flexibility, purpose, and lasting impact — we'd love to hear from you.