WFH - Appointment Setter

Are you ready to make a meaningful career change and take control of your future?
We’re looking for
ambitious, motivated, and purpose-driven individuals
who are eager to build a long-term professional path while making a real difference in the lives of others.

For more than
60 years
, our organization has partnered with over
44,000 labor unions and associations
across North America to help their members access essential
supplemental benefit programs
. Our mission is to protect hardworking families — giving them the security, support, and confidence they need to plan for life’s unexpected challenges.

This is an opportunity to join a company that values
growth, integrity, and service
. Every day, you’ll have the chance to develop valuable skills, connect with people from all walks of life, and contribute to something that truly matters. Whether you’re just starting your career or looking for a fresh start, this role offers the flexibility and support to help you reach your full potential.

You’ll be working directly with union members who have requested information about their available benefits. There is
no cold calling or solicitation
— all contacts are prequalified through our union partnerships.

Your day-to-day responsibilities will include:

Scheduling and conducting
virtual appointments
with members to discuss their available benefits

Helping families identify the best options to meet their needs

Completing and submitting necessary documentation and applications

Providing follow-up support to ensure each member’s experience is positive and thorough

Learning and applying leadership, communication, and organizational skills

Participating in ongoing training and mentorship to build long-term career success

You’ll receive full training and continuous professional development from a supportive leadership team that’s invested in your growth.

To succeed in this role, you should bring:

Excellent communication and interpersonal skills

Basic computer knowledge (email, Zoom, and CRM navigation)

Strong work ethic and self-discipline

Effective time management and organization skills

A professional and positive attitude

Ability to pass a background check

Desire to learn and grow in a purpose-driven environment

We believe in rewarding effort, consistency, and growth. Our team members enjoy a supportive and empowering work environment designed to help them thrive both personally and professionally.

No prior experience necessary
— full training provided

Entry-level and leadership opportunities
available

Full-time, 100% remote work
— flexible schedule and work-life balance

Comprehensive mentorship program
and career development support

Dynamic team culture
built on collaboration and positivity

You’ll have access to everything you need to succeed: training, mentorship, technology, and a proven system that rewards hard work and dedication.

We’re seeking individuals who take pride in helping others and want to grow within a mission-driven organization. If you’re someone who thrives on structure, enjoys communicating with people, and values flexibility and purpose in your work — you’ll fit right in.

Whether you’re an experienced professional seeking a fresh start or new to the workforce and ready to learn, this position offers the tools and support to help you achieve lasting success.

If you have an
entrepreneurial spirit
, a
desire to make a difference
, and the
discipline to build your own success
, we want to hear from you. This is your chance to be part of a company that empowers you to grow, lead, and create an impact that lasts.

Interviews are currently being held virtually via Zoom.