Virtual Client Support

About Our Client

For over 70 years, this organization has provided supplemental benefits to working-class families across the United States. It partners with labor unions, credit unions, veterans’ groups, and other associations to offer programs aimed at protecting families’ financial futures. Operating with a remote-first workforce, the organization emphasizes service and mentorship, supporting career growth while delivering nationwide impact.

About the Opportunity

The *irtual Client Support role is designed to facilitate access to supplemental benefit programs by conducting virtual consultations, guiding clients through benefit options and enrollment, and maintaining ongoing client communications. This position contributes by helping individuals and families secure vital benefits, offering meaningful client service, and supporting the organization's mission to protect financial futures.

Responsibilities

• Conduct scheduled virtual consultations with clients to assess their needs
• Guide individuals and families through available benefit options and enrollment processes
• Maintain accurate client records and follow-up communications
• Provide exceptional client service while building long-term relationships
• Participate in regular training sessions, development programs, and team meetings

Requirements

• Authorization to work in the United States
• Reliable internet connection
• Windows-based laptop or desktop computer with webcam capability

Benefits & Perks

• 100% remote position with flexible scheduling
• Pre-qualified client appointments provided—no cold calling or door-to-door outreach
• Long-term income potential through vested renewals
• Paid training and continuous professional development
• Supportive and collaborative team environment
• Leadership development and advancement opportunities for top performers

Equal Opportunity Statement

Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.