Responsibilities include engaging virtually with clients via Zoom to understand their financial goals, presenting and explaining insurance products, and guiding clients through application completion. The role also involves handling calls, responding to inquiries, scheduling appointments, and participating in ongoing training.

The Remote Client Representative will act as a trusted contact for clients, offering guidance, support, and clear communication throughout their experience, focusing on building relationships and answering questions. Key duties involve assisting clients with product information, addressing concerns with empathy, and collaborating with the remote team to ensure high-quality service delivery.

The role involves leading by example in delivering high-quality customer service while actively supporting, coaching, and motivating team members to achieve service excellence. Responsibilities also include managing client interactions professionally and collaborating effectively within a remote setting.

The role involves connecting with others to provide customer support within a fully remote team structure. Responsibilities are centered around upholding the company's guiding principle of doing more for others while supporting working-class families.