Virtual Entry-Level Specialist | Client Services

This is a fully remote, entry-level opportunity based in the United States for individuals looking to build a career in client services and benefits support.

About the role

You’ll work virtually with individuals and families, helping them understand available benefits and navigate enrollment and policy-related needs. The role combines customer service, relationship building, benefits education, and consultative insurance support. No previous insurance experience is required; structured training, licensing guidance, and ongoing mentorship are provided. You’ll connect with qualified client opportunities rather than relying on traditional cold calling or purchased leads.

Responsibilities

• Support clients through scheduled virtual and phone appointments, responding to questions and providing a professional, personalized service experience.
• Listen to client needs and priorities, explain relevant benefits and policy information clearly, and provide dependable follow-up.
• Assist clients with applications, enrollment, documentation, policy reviews, updates, and other applicable service needs once appropriately trained and licensed.
• Educate clients on life, accident, and supplemental health insurance options and help them understand available coverage features and choices.
• Build and maintain long-term client relationships through active listening, professionalism, accurate information, and consistent communication.
• Maintain accurate digital client records and documentation while following established procedures and service standards.
• Connect with individuals and families who have requested information about available benefits, focusing on scheduled consultations rather than traditional cold calling.
• Participate in virtual onboarding, coaching, workshops, professional development, and mentorship activities.
• Use Zoom, web-based systems, and other digital tools to communicate effectively with clients, mentors, teammates, and leadership.
• Pursue continued professional development and demonstrate the initiative, consistency, and accountability required to progress within the organization.

Requirements

• No previous insurance experience required; entry-level candidates, recent graduates, and career changers are encouraged to apply.
• Must be at least 18 years old, physically located in the United States, and legally authorized to work in the United States.
• Willingness and ability to obtain the appropriate state Life & Health Insurance License before performing activities requiring licensure; licensing guidance is provided.
• Strong communication, interpersonal, listening, and relationship-building skills, with a service-oriented approach to client interactions.
• Self-motivated, dependable, organized, and capable of managing responsibilities independently in a fully remote environment.
• Comfortable learning new technology and using Zoom, web-based platforms, and digital communication tools.
• Strong attention to detail, time-management skills, problem-solving ability, and professional follow-through.
• Coachable and receptive to feedback, with an interest in continuous learning and professional development.
• Comfortable working toward performance-based goals and developing skills in client service, benefits education, relationship management, and consultative sales.
• Previous experience in customer service, retail, hospitality, healthcare, education, banking, financial services, administrative support, sales, account management, call centers, or leadership is considered transferable.
• Must have access to a reliable computer or laptop, high-speed internet, webcam, microphone, and a quiet, professional home workspace.

Benefits

• 100% remote, work-from-home environment.
• Flexible scheduling opportunities.
• Comprehensive virtual onboarding and professional training.
• State Life & Health Insurance licensing guidance and support.
• One-on-one mentorship, coaching, workshops, and ongoing professional development.
• Qualified client opportunities provided, with no lead purchasing required.
• No traditional cold calling.
• Weekly commission-based compensation with performance-based bonus opportunities.
• Renewal and residual income opportunities, subject to applicable requirements.
• Medical reimbursement program for qualifying representatives.
• Company-supported life insurance and Accidental Death Benefit coverage, where applicable.
• Professional and union support where applicable.
• Leadership development resources and potential advancement opportunities.
• Recognition programs, achievement awards, and performance incentives.
• Potential access to incentive travel, leadership conferences, professional events, and other performance-based rewards.
• Modern virtual business technology and resources.
• Career progression opportunities based on performance, initiative, professional development, accountability, and leadership ability.

This is a commission-based independent contractor opportunity rather than an hourly or salaried position. Individual earnings vary according to activity, production, consistency, performance, and results; no specific income level is guaranteed.