This remote Customer Service Representative role focuses on assisting families with insurance and financial protection needs, requiring strong communication skills across phone, video, and email channels. Candidates should demonstrate professionalism, friendliness, and patience while guiding clients through protection options and clarifying complex information. Essential skills include excellent listening, organizational abilities, attention to detail, and the capacity to work independently. While previous customer service, call center, or client support experience is advantageous, full training and mentorship are provided, making this role accessible to those new to the field. The position involves maintaining accurate records and completing necessary documentation, emphasizing reliability and thoroughness. Candidates must be legally authorized to work in Canada or the U.S. and show willingness to obtain relevant licensing, with guidance offered. Collaboration with team members to ensure timely service delivery is important, highlighting teamwork within a remote environment. The role offers remote work flexibility, ongoing coaching, a positive team culture, and opportunities for career advancement, supported by commission and bonus incentives. Overall, this position suits individuals seeking a customer-focused career with structured training, steady growth potential, and a supportive virtual team setting.