Remote Customer Experience Specialist – Hybrid Work‑From‑Home Role Focused on Client Advisory, Relationship Building, and Career Advancement
Welcome to Your Next Career Chapter
Are you ready to transform the way people experience financial protection and peace of mind? At Premier Assurance Solutions, we are a market‑leading provider of comprehensive benefits and insurance products, serving families and individuals across North America. Our mission is to empower clients with the knowledge, confidence, and coverage they need to safeguard their futures. As we expand our digital footprint, we are seeking a dynamic, self‑motivated Remote Customer Experience Specialist who will be the trusted voice of our brand, delivering personalized advice, nurturing relationships, and driving sustainable growth—all from the comfort of a home office.
About Our Organization
Founded over a decade ago, Premier Assurance Solutions has built a reputation for innovation, integrity, and exceptional service. Our portfolio includes life insurance, health benefits, retirement planning, and specialized protection products designed for a diverse clientele. We are proud to be a union‑represented organization that invests heavily in employee development, offering stock options, residual income opportunities, and a robust benefits package. Our culture is built on collaboration, continuous learning, and a genuine passion for helping people protect what matters most.
Why Join Our Remote Team?
- True flexibility: Choose the hours that fit your lifestyle while meeting performance targets.
- Competitive earnings: Base salary combined with commissions, bonuses, and long‑term residual income.
- Comprehensive benefits: Medical, dental, vision, prescription coverage, and a 401(k) match.
- Professional growth: Structured pathways to management, mentorship from senior leaders, and ongoing training.
- Technology‑enabled environment: State‑of‑the‑art CRM, high‑quality leads, and reliable support tools.
Key Responsibilities – What You’ll Do Daily
- Initiate contact with pre‑qualified leads supplied by the company, using both email and video conferencing platforms.
- Schedule and conduct virtual discovery meetings to assess client needs, preferences, and financial goals.
- Present tailored benefit programs—including life, health, and retirement solutions—clearly articulating value propositions and enrollment processes.
- Maintain accurate records of client interactions within our CRM, ensuring compliance with regulatory standards and internal policies.
- Collaborate closely with your manager and the sales operations team to set measurable objectives, track progress, and refine tactics.
- Provide ongoing support to existing clients, handling inquiries, processing policy changes, and fostering long‑term relationships that lead to renewals and referrals.
- Participate in regular virtual training sessions, webinars, and coaching calls to sharpen product knowledge and sales techniques.
- Contribute to a vibrant virtual team culture by sharing best practices, celebrating successes, and supporting peers.
Essential Qualifications – The Foundations of Success
- Residency: Must reside in Canada or the United States, with a stable home internet connection.
- Technology readiness: Reliable laptop or desktop computer equipped with a working webcam, headset, and high‑speed broadband (minimum 10 Mbps download).
- Licensing: Possession of, or willingness to obtain within a prescribed timeframe, a Life License Qualification Program (LLQP) certification.
- Communication excellence: Exceptional verbal and written communication skills, with the ability to convey complex information in an approachable manner.
- Self‑discipline: Proven ability to manage time effectively, meet deadlines, and thrive in an independent work environment.
- Basic computer proficiency: Comfortable navigating Microsoft Office Suite, web‑based CRM platforms, and video conferencing tools (Zoom, Teams, etc.).
Preferred Qualifications – What Sets You Apart
- Previous experience in sales, insurance, financial services, or customer support roles.
- Demonstrated record of meeting or exceeding quota targets.
- Familiarity with remote selling methodologies, such as consultative or solution‑based selling.
- Additional certifications (e.g., CFP, CISR) or advanced training in risk management.
- Experience working within a union‑represented environment.
Core Skills & Competencies
- Active listening: Ability to understand client concerns, ask insightful questions, and respond with empathy.
- Problem solving: Quickly identify client pain points and propose appropriate product solutions.
- Negotiation: Confidently articulate pricing, terms, and benefits to achieve mutually beneficial outcomes.
- Resilience: Maintain motivation and a positive attitude despite rejection or challenging scenarios.
- Team collaboration: Contribute ideas, share knowledge, and support colleagues in a virtual setting.
- Adaptability: Embrace new technologies, evolving product lines, and shifting market dynamics.
Career Growth & Development Opportunities
Premier Assurance Solutions believes that your growth is a direct driver of our success. In this role, you will have access to a clear, merit‑based career ladder:
- Customer Experience Specialist (Entry Level): Master the fundamentals of remote client engagement and achieve initial sales targets.
- Senior Specialist / Team Lead: Take on mentorship responsibilities, lead small project groups, and manage a pipeline of high‑value accounts.
- Regional Sales Manager: Oversee a geographically dispersed team, develop regional strategies, and drive revenue growth.
- Director of Customer Experience: Shape company‑wide policies, champion customer advocacy, and partner with product development.
In addition to internal promotions, we sponsor industry conferences, certification courses, and continuous education programs to keep you at the forefront of the insurance and financial services landscape.
Compensation, Perks, & Benefits
- Base salary + commission: Competitive base pay complemented by a commission structure that rewarded performance, with an average first‑year earnings potential of $69,000.
- Performance bonuses: Quarterly incentive bonuses for surpassing KPIs and achieving strategic milestones.
- Residual income: Earn ongoing commissions from policy renewals, creating a steady long‑term revenue stream.
- Stock options: Participation in the company’s equity program, aligning your success with organizational growth.
- Comprehensive health suite: Medical, dental, vision, and prescription coverage, plus a wellness stipend.
- Retirement planning: 401(k) with company match, and access to financial planning resources.
- Paid time off: Generous vacation, holidays, and sick leave to support work‑life balance.
- Learning budget: Annual allowance for courses, certifications, or relevant professional memberships.
Work Environment & Company Culture
While you will be working remotely, you will never feel isolated. Our virtual workplace is built on a foundation of collaboration, transparency, and mutual respect. Highlights include:
- Virtual team huddles: Daily stand‑ups and weekly town‑hall meetings to keep everyone aligned.
- Mentorship program: Pairing new hires with seasoned professionals for guidance and career advice.
- Recognition platforms: Regular shout‑outs, awards, and peer‑nomination programs that celebrate achievements.
- Technology stack: Access to leading CRM, analytics dashboards, and secure communication tools.
- Diversity & inclusion: Commitment to building a workforce that reflects the communities we serve.
Application Process – How to Take the Next Step
We value thoughtful, detail‑oriented candidates. To be considered, please follow these steps:
- Prepare an updated résumé that highlights relevant experience, certifications, and remote work capabilities.
- Write a brief cover letter (150‑300 words) describing why you are passionate about helping families secure their financial future and how your skill set aligns with the role.
- Submit your application through the online portal. Ensure you attach all supporting documents.
- After submission, our recruitment team will review your profile and contact you within 5‑7 business days to discuss next steps, which may include a virtual interview and a brief role‑play assessment.
Join Us and Make an Impact
At Premier Assurance Solutions, every conversation you have has the potential to change lives. If you are a motivated, empathetic professional seeking a rewarding remote career that offers financial upside, continuous learning, and a supportive community, we want to hear from you.
Apply today and start building a future where you help others protect theirs.
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