Member Advisor | Customer Service

About the Role

This fully remote position is designed for service-oriented professionals who enjoy helping people, answering questions, and building lasting relationships. As a Member Advisor, you’ll connect virtually with individuals and families who have requested information about available benefits, providing personalized guidance throughout their experience. The role combines customer service, member support, benefits education, relationship management, and consultative sales.

Responsibilities

• Conduct scheduled member consultations through Zoom and phone, creating a professional, welcoming, and personalized experience.
• Connect with individuals and families to understand their needs, priorities, and questions.
• Provide clear and accurate information about life, accident, and supplemental health insurance options.
• Help members evaluate coverage and provide needs-based recommendations after appropriate training and licensing.
• Guide members through applications, enrollment, documentation, and follow-up processes.
• Answer benefit and coverage questions and assist existing members with policy reviews and service needs.
• Maintain consistent communication to strengthen long-term member relationships.
• Keep accurate digital records and follow established procedures and service standards.
• Participate in virtual onboarding, training, coaching, mentorship, and ongoing professional development.
• Collaborate with teammates, mentors, and leadership through online meetings and digital systems.
• Pursue opportunities to mentor newer representatives and progress toward leadership responsibilities as experience grows.

Requirements

• No prior insurance experience required; candidates from customer service, healthcare, hospitality, retail, administration, education, banking, financial services, call centers, sales, recruiting, or other people-focused backgrounds are encouraged to apply.
• Strong verbal and written communication skills, with the ability to explain information clearly and professionally.
• Excellent customer service, active listening, relationship-building, and problem-solving abilities.
• Genuine interest in helping individuals and families while maintaining a professional approach.
• Strong organization, time management, attention to detail, and dependable follow-through.
• Self-motivated, accountable, adaptable, and comfortable working independently in a remote environment.
• Comfortable collaborating virtually via Zoom, phone, and web-based technology.
• Basic computer proficiency and ability to learn new digital systems.
• Coachable and receptive to feedback, with a commitment to ongoing training.
• Goal-oriented mindset and willingness to work within a performance-based compensation structure.
• Must be at least 18 years old, legally authorized to work in the U.S., and physically located within the U.S.
• Must have access to a reliable computer, high-speed internet, webcam, microphone, and a quiet, professional home workspace.
• Willingness to obtain the appropriate state Life & Health Insurance License before performing licensed activities.

Benefits

• 100% remote / work-from-home environment with no daily commute.
• Flexible scheduling within role and member-service commitments.
• Weekly commission-based compensation, performance bonuses, and incentives.
• Potential renewal and residual income opportunities based on performance.
• Qualified member opportunities provided, with no lead purchasing or cold calling.
• Comprehensive virtual training on benefits, customer service, and enrollment processes.
• One-on-one mentorship, coaching, and ongoing professional development.
• Licensing guidance and support for obtaining the state Life & Health Insurance License.
• Potential access to medical reimbursement, company-supported life insurance, and accidental death benefit coverage (subject to eligibility).
• Leadership development resources and advancement opportunities based on performance.
• Modern virtual technology and business resources for remote work.
• Access to professional or union-supported resources where applicable.
• Recognition programs, performance contests, and incentive travel opportunities for qualifying representatives.

Individual earnings and advancement opportunities are performance-based and not guaranteed.