Remote | Customer Service Trainee

About Our Organization

For generations, we’ve been committed to helping working families across North America better understand and access benefit programs designed to provide added protection and financial security.

Through relationships with thousands of unions and membership organizations, our team works directly with members to provide straightforward information, personalized guidance, and ongoing support. As an organization operating with a 100% union label
, we’ve built our approach around service, integrity, and long-term relationships.

The work we do goes beyond explaining benefits. It’s about helping individuals and families make informed decisions about the protection available to them.

We’re expanding our remote team and looking for motivated individuals who enjoy working with people and are interested in developing a long-term career.

You’ll connect with union members who have expressed interest in receiving information about their available benefit programs. Your responsibility is to understand their needs, explain their options clearly, answer questions, and guide them through the appropriate next steps.

The position is fully remote
, with member appointments and team communication conducted virtually.

• Communicate with members through phone and video appointments
• Schedule and conduct individual benefit consultations
• Review available programs and explain options clearly
• Answer questions and provide personalized assistance
• Complete applications and digital documentation accurately
• Maintain organized records of member interactions
• Follow up with members and provide continued support
• Participate in ongoing training and professional development

Your goal is to create a professional and positive experience while helping each member better understand the options available to them.

• Earning Potential – Weekly compensation with additional performance-based bonus opportunities
• Growth Opportunities – Advancement into leadership and management based on performance
• Flexible Schedule – Greater control over how you structure your workweek
• Fully Remote Environment – Work from home using virtual tools and systems
• Residual Earnings – Opportunity to develop recurring income through qualifying renewals
• Health Benefits – Medical, dental, and vision coverage available for eligible team members
• Training & Mentorship – Structured onboarding, ongoing coaching, and individual support
• Recognition & Incentives – Performance rewards and company-sponsored travel opportunities, with previous destinations including Puerto Rico, Cancun, Las Vegas, Disney, and the Bahamas

Previous industry experience is not required
. We’re looking for individuals who are professional, dependable, willing to learn, and comfortable communicating with people.

You may be a strong fit if you:

• Communicate confidently and professionally
• Are organized and capable of managing your time independently
• Enjoy helping and educating others
• Are motivated by personal and professional growth
• Can remain productive in a remote work environment
• Are comfortable learning new technology and virtual systems

A high school diploma or equivalent is required
. Previous experience in customer service, hospitality, retail, sales, or another client-facing environment is helpful but not necessary.