WFH Entry-Level Engagement Representative | Client Services

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a WFH Entry-Level Engagement Representative | Client Services based in United States. This fully remote, entry-level opportunity is designed for motivated professionals who enjoy helping people and building strong client relationships. You’ll engage with individuals and families through scheduled virtual appointments and provide support throughout their benefits journey. The role combines customer service, policyholder engagement, benefits education, enrollment support, and consultative sales. You’ll work with qualified client opportunities, allowing you to focus on meaningful conversations rather than traditional cold calling. Comprehensive training, mentorship, and licensing guidance are available, making the opportunity accessible to candidates without insurance experience. Flexible scheduling and a virtual work environment provide independence while maintaining access to coaching and team support. High performers may also develop transferable skills and pursue opportunities in training, mentorship, leadership, and management. Conduct scheduled client consultations through Zoom and phone while delivering a professional, welcoming, and informative experience. Connect with individuals and families who have requested information about available benefits and understand their needs, questions, and priorities. Provide clear, personalized information about applicable benefits and, once properly licensed, explain life, accident, and supplemental health insurance options. Help clients evaluate available coverage based on their individual and family protection needs and guide eligible clients through applications and enrollment. Assist with required documentation and help clients understand the coverage they select. Support existing policyholders with applicable policy reviews, coverage questions, beneficiary information, service needs, and follow-up requests. Maintain accurate digital records and documentation while ensuring timely and dependable communication. Build long-term relationships through active listening, professionalism, responsiveness, and consistent client service. Focus on scheduled appointments, benefits education, enrollment assistance, policyholder engagement, and ongoing support rather than traditional cold prospecting. Participate in virtual onboarding, coaching, mentorship, and professional development programs to strengthen communication, customer service, relationship-management, sales, and leadership skills. Demonstrate the consistency, initiative, and accountability needed to potentially progress toward training, mentorship, team leadership, and management opportunities. Requirements: No previous insurance experience is required; entry-level applicants, recent graduates, and career changers are welcome. Experience in customer service, member services, retail, hospitality, healthcare, education, administration, banking, financial services, call centers, client relations, account management, sales, or leadership may transfer well. Strong verbal communication, active listening, interpersonal, and relationship-building abilities. Customer-focused mindset with a professional, dependable, and ethical approach to client interactions. Strong organization, attention to detail, time management, accountability, and follow-through. Ability to work independently from a home environment while collaborating effectively with a virtual team. Comfortable learning and using Zoom, web-based applications, digital business systems, and other technology. Coachability, willingness to learn, and openness to structured training and feedback. Goal-oriented mindset and motivation to develop professionally and financially through performance. Applicants must be at least 18 years old, physically located in the United States, and legally authorized to work in the United States. Access to a reliable computer or la