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Client Services Representative

📅 Aug 21
CommunicationClient RelationsSalesLeadership
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📜 Description

  • Connect virtually with clients and families.
  • Identify client needs through effective questioning.
  • Guide clients through the enrollment process.
  • Maintain relationships through follow-ups.

🛠️ Requirements

  • Strong communication skills.
  • Ability to take initiative.
  • Enjoys meeting and working with different people.
  • Motivated by goals and personal growth.
  • Comfortable learning new skills.
  • Willingness to develop into a leadership role.

✨ Benefits

  • Remote work opportunity.
  • Structured training.
  • Mentorship provided.
  • Ongoing professional development.
  • Career growth potential.
  • Conduct benefit presentations and consultations.
  • Educate clients on available benefit options.
Full job description

What Are You Looking for in Your Next Career Move?

A paycheck?

Or an opportunity to actually develop yourself and build something long-term?

We’re currently looking for motivated individuals to join our team as Client Services Representatives.

In this role, you’ll work directly with working families, helping them understand the benefits available to them and guiding them through the process of making informed decisions.

You’ll also receive structured training, mentorship, and ongoing professional development designed to help you build skills in communication, client relations, sales, and leadership

We’re Looking for Someone Who:

  • Takes initiative
  • Communicates confidently
  • Enjoys meeting and working with different people
  • Is motivated by goals and personal growth
  • Can stay productive without constant supervision
  • Is comfortable learning new skills
  • Wants more responsibility as they grow
  • Is interested in developing into a leadership role

You do not need to come from a sales background.

We’ve seen successful professionals come from customer service, hospitality, education, retail, healthcare, recruiting, management, and many other industries.

What matters most is your attitude, work ethic, communication skills, and willingness to learn.

One Important Note:

This is a client-facing, sales-focused position — it is not an HR or benefits-administration role.

Our team works directly with families to educate them on their available benefits and help them make decisions based on their individual needs.

If you’re looking for a position where you can simply clock in, complete the same tasks, and clock out, this may not be the right opportunity.

But if you’re looking for a place where you can learn, grow, challenge yourself, and build toward something bigger, we’d love to hear from you.

Requirements

Your Day-to-Day May Include:

  • Connecting virtually with clients and families
  • Conducting benefit presentations and consultations
  • Learning to identify client needs through effective questioning and communication
  • Educating clients on available benefit options
  • Guiding clients through the enrollment process
  • Following up with clients and maintaining relationships
  • Participating in coaching and professional development
  • Working toward individual and team goals

Benefits

Remote | Training & Mentorship | Professional Development | Career Growth

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