Business Services & Consulting • all cities, NC 28
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 programsthat 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.
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.
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
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
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
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
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.
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 programsthat 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.
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.
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
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
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
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
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.
