Work From Home - Customer Experience Agent

Phoenix, Arizona (United States) Help families feel informed and supported as they explore their coverage options. We're seeking friendly, motivated individuals who enjoy connecting with people and want to develop their skills in a remote team environment. This opportunity combines customer care, benefits education, and insurance sales. Through phone conversations and virtual appointments, you'll learn about clients' needs, explain available life insurance and supplemental benefits, and guide them through the application process. Previous insurance experience isn't required. We welcome people who bring strong communication skills, dependable work habits, and a willingness to learn. Make Each Interaction Count From the first conversation to the final follow-up, you'll help create a clear and professional client experience. Your responsibilities will include: Building connections: Welcome clients, establish rapport, and explain the purpose of each appointment. Understanding priorities: Ask thoughtful questions and listen carefully to each household's needs. Explaining coverage: Discuss available options, including policy features, costs, eligibility, and limitations. Supporting decisions: Answer questions and recommend suitable options based on the information clients provide. Guiding applications: Help clients complete digital forms and understand the next steps. Following through: Respond to outstanding questions, track applications, and direct service requests appropriately. Keeping accurate records: Document conversations, appointments, and follow-up activities. You'll also participate in coaching and team meetings while working toward individual customer service and sales goals. Bring Your Experience or Start Fresh There's no single background that makes someone a strong fit. You may have worked in retail, hospitality, administration, sales, or customer support. You may also be starting your career or looking for a different direction. What matters is your ability to communicate respectfully, stay organized, and apply what you learn. We're looking for someone who: Enjoys speaking with people and helping them understand unfamiliar information. Handles questions with patience and professionalism. Manages appointments and commitments reliably. Works independently while staying connected with a team. Welcomes feedback and takes an active role in learning. Is comfortable using email, video meetings, and online forms. Develop with Guidance Your training will introduce you to the products, systems, and processes used in daily client interactions. Ongoing coaching will help you strengthen your approach to virtual appointments, improve your product knowledge, and build confidence. As you gain experience, you'll develop practical skills in relationship management, communication, organization, and sales. Opportunities for additional responsibilities and leadership development may be available as you demonstrate readiness and results. What You Can Expect Fully remote work: Complete your responsibilities from a suitable home workspace. Structured training: Learn the tools and processes needed to support clients. Ongoing mentorship: Receive guidance and feedback as you develop. Performance-based earning opportunities: Build your earning potential through sales results and client relationships. Benefit options: Available to eligible representatives, subject to applicable plan terms. Team connection: Stay involved through virtual meetings, coaching, and shared learning. Ready to Get Started? You'll need reliable internet access, a quiet workspace, and the ability to manage your daily responsibilities remotely. You must also be willing to obtain the required insurance licence before conducting licensed activities. The interview process will cover the compensation structure, service and sales expectations, benefit eligibility, and licensing requirements. Apply today to explore an opportunity where communication, client care, and professional growth come together.