WFH CSR Agent - Career Growth Pathway

About Us

Are you looking for a career that combines personal fulfillment, professional growth, and meaningful impact ?

We provide industry-leading financial services that help families across the nation secure their financial future and protect what matters most. Our mission-driven approach allows you to build a rewarding career while making a real difference in the lives of others.

No prior experience? No problem. We offer comprehensive training, structured mentorship, and ongoing support to help you succeed. Since 2020, we have operated in a 100% virtual environment , creating a modern, flexible workplace designed for both performance and balance.

Role Overview

(Requirements • Responsibilities • Rewards)

Engage Virtually with Clients

Meet with clients via Zoom to understand their financial goals and provide tailored solutions that meet their needs.

Master Benefits Solutions

Develop expertise in financial and insurance strategies to guide clients toward informed decisions.

Build Long-Term Relationships

Establish trust through consistent communication, reliability, and service excellence.

Stay Ahead of Industry Trends

Participate in ongoing learning to sharpen your skills and remain competitive.

Collaborate Remotely

Work alongside a dynamic, supportive team where collaboration fuels success.

Why Join Us?

Recognized Workplace Culture
Ranked among the Top 25 Happiest Companies to Work For , reflecting our supportive and positive environment.

Financial Strength & Stability
Rated A+ (Superior)by A.M. Best, demonstrating long-term financial security and reliability.

Industry Leadership
Serving more policyholders globally than any other insurance organization, providing a strong foundation for your success.

What We Offer

Work From Anywhere
Enjoy the flexibility of working remotely while maintaining structure and accountability.

Comprehensive Training
Full onboarding and continued mentorship provided — no prior experience required.

Career Growth
Performance-based advancement with leadership pathways and long-term development opportunities.

Weekly Pay + Performance Bonuses
Consistent weekly income with additional rewards tied to performance and results.

Medical Reimbursement Program
Available after 90 days to support your well-being.

Residual Income Opportunities
Build long-term earnings through ongoing client relationships.

Incentive Travel
Qualify for all-expense-paid trips and recognition events.

Your Responsibilities

• Communicate with clients, respond to inquiries, and schedule appointments
• Conduct virtual presentations explaining insurance products and benefits clearly
• Guide clients through completing applications accurately and efficiently
• Participate in optional training sessions to continue strengthening your expertise

Who We’re Looking For

• Passionate individuals driven to make a meaningful difference
• Strong communicators who can explain information clearly and confidently
• Motivated, goal-oriented self-starters
• Adaptable professionals comfortable working in a remote environment

Ready to Make a Lasting Impact?

If you’re seeking a flexible, growth-focused career where you can succeed professionally while helping families secure their futures, we invite you to apply today.

Build a career with purpose. Grow with support. Make a difference.