Serve as an initial point of contact for prospective customers seeking retirement, insurance, savings, and investment guidance.
Engage with customers via phone, video, and email to assess needs and connect them with the right financial professional.
Create accurate customer profiles and schedule appointments with advisors, ensuring a professional and consistent customer experience.
The company provides retirement, insurance, savings, and investment solutions, connecting customers with financial professionals. It fosters a collaborative, inclusive remote culture with a focus on customer experience and employee development.
Speak with people who asked for information about financial protection.
Map client needs to available protection options and run a simple enrollment flow.
Build and service a client list using provided remote tools and flexible hours.
Global Elite Empire Consultants is a remote financial-services company that connects families with protection options through a guided enrollment process. The firm offers pre-qualified warm leads, step-by-step onboarding, and ongoing mentorship for self-starters in a performance-driven culture.
Take requested conversations with no cold calling.
Explain benefit options simply and help clients enroll when it's a fit.
Maintain a clean follow-up rhythm to drive results.
Global Elite Empire Consultants helps clients with financial-protection options. The company offers a remote career with coaching and a path into leadership for those who produce.
Respond to incoming customer calls and address their questions with exceptional service.
Manage customer inquiries, process payments, and educate on products and services.
Keep customer accounts accurate and up-to-date while maintaining high-quality support.
Enova International is a leading financial technology company that provides online financial services through its AI and machine learning-powered platform. The company is values-driven and fosters an inclusive culture where employees can thrive.
Provide efficient, courteous service to members, providers, and other customers via phone, email, and more.
Resolve routine and moderately complex inquiries about enrollment, billing, benefits, claims, and other topics.
Research inquiries, interpret policies, and ensure accurate, timely responses to meet customer satisfaction.
Capital Blue Cross is an independent licensee of the Blue Cross Blue Shield Association providing health insurance and related services. They value a flexible, supportive work culture and prioritize employee growth, consistently being voted one of the “Best Places to Work in PA.”
Provide professional and timely service to internal and external customers regarding benefit administration.
Resolve benefit service issues with internal staff and outside vendors.
Perform monthly reconciliation of Carrier invoices to report to customers.
OneSource Virtual (OSV) works exclusively with Workday customers to automate payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers and 92% retention, OSV offers a values-based culture and professional development.
Answer inbound calls and make outbound calls to create sales opportunities for the retail sales team.
Qualify customers for the reverse mortgage program using scripted guidelines and transfer interested leads.
Update the sales CRM with notes and schedule follow-up appointments to maintain the pipeline.
Longbridge Financial provides home equity solutions for seniors, helping them access their home equity for retirement. With an "Excellent" Trustpilot rating and over a thousand testimonials, they've been named a Great Place to Work three years running, fostering a supportive and growth-oriented culture.
Help families with meaningful benefits conversations.
Enjoy a schedule built around real life, with ongoing support and mentorship.
Global Elite Empire Consultants provides fully remote, client-facing financial services, pairing team members with growing teams to enroll and support clients who asked for guidance. They emphasize training, mentorship, and a flexible schedule that builds around real life.
Answer inbound customer questions by phone and email about policies, endorsements, renewals, and general servicing.
Pull and send documents like certificates of insurance, declaration pages, and proof of coverage.
Partner with licensed agents on complex issues and keep records accurate across CRM and carrier platforms.
NerdWallet provides clarity for financial decisions, including an insurance arm for quoting and comparing home, auto, umbrella, and flood coverage. The company fosters an inclusive, flexible culture that supports employee growth and well-being.
Taking great care of our customers by catching issues they didn't know to ask about.
Answering inbound calls from customers shopping for insurance and handling policy changes.
Problem solving to remove barriers between customers and the right coverage.
Jerry is building an AI-powered platform to help people manage their car and home ownership, from insurance to repairs. The company has over 5 million customers, is profitable, and fosters a culture of high-energy, team-oriented, and fully remote work with a focus on mutual support.
Meet virtually with clients who have requested information about financial protection and benefits.
Guide clients through the enrollment process with professionalism and care.
Build lasting relationships through exceptional customer service and maintain accurate records.
Global Elite Empire Consultants is a recruiting firm that connects individuals with opportunities in financial protection and benefits. They provide a remote work environment with mentorship and growth opportunities, though company size is not specified.
Engage with warm leads who have already expressed interest in protecting their family's income and future.
Work from home in a structured remote role with no office required and coaching while you ramp up.
Stay consistent with on-time follow-up, strong video presence, and fast adoption of tools to deliver a respectful client experience.
Global Elite Empire Consultants is a financial-services company that helps families protect their income and future. The organization offers a remote, structured work environment with warm leads, coaching while you ramp, and a path into leadership for high performers.
Serve as a primary point of contact for clients, managing inbound and outbound communications with professional excellence.
Handle and carefully respond to all customer inquiries, resolving issues on the first call through active listening.
Track and document call information for auditing, escalate interactions when necessary, and upsell if required.
TP is a leading global provider of digital business services, partnering with brands to optimize operations through technology and sustainable practices. With 500,000 employees across 300 languages, TP fosters an inclusive culture focused on growth and well-being.
Serve as the first point of contact for customers via calls, email, and chat.
Assist customers with online applications and troubleshooting.
Collaborate with internal teams to resolve issues and maintain accurate records.
Clasp is a venture-backed startup that transforms access to education and career pathways through its platform. It is a Forbes Fintech 50 company and SHRM portfolio company with a culture driven by social impact and innovation.
Take inbound calls from clients who have already requested help with financial-protection options.
Explain benefit options clearly and assist clients in enrolling when the products fit their needs.
Keep a clean follow-up rhythm to ensure ongoing client engagement and satisfaction.
Global Elite Empire Consultants helps individuals secure financial-protection options through inbound client conversations. The company fosters a remote, results-driven culture with coaching and clear paths to leadership for high performers.
Take requested conversations from warm leads, not cold lists
Explain financial-protection benefit options and help clients enroll when it's a fit
Maintain a clean follow-up rhythm and meet activity goals
We help clients understand and enroll in financial-protection options. Our remote team is built around coaching, accountability, and creating paths into leadership for high performers.
Make outbound calls to prospective customers to discuss mortgage loan interest and refinancing needs
Gather customer financial information and communicate next steps to loan officers
Provide high-level customer service through email and phone to create an exceptional experience
New American Funding is a mortgage lender focused on helping customers achieve home financing goals through loan origination and refinancing. The company supports a customer-centered culture and offers a remote work environment.
Take requested conversations from warm leads with no cold calling
Explain financial-protection benefit options simply and help clients enroll when it fits
Maintain a clean follow-up rhythm while being measured on activity and results
Global Elite Empire Consultants specializes in remote financial-protection services, connecting clients with benefit options. The company emphasizes a written process, coaching, and advancement for motivated, coachable team members.
Serve as primary point of contact for clients, managing inbound/outbound communications with professional excellence.
Resolve inquiries via phone, email, chat, or social media, de-escalating issues and escalating when necessary.
Track call information for auditing and reporting, and upsell if required.
TP is a leading global provider of digital business services, partnering with prominent brands to optimize operations through advanced technology and sustainable practices. With a global workforce of 500,000 across 300 languages, TP fosters a culture of inclusion, diversity, and career growth.
Handle high-volume inbound calls to schedule appointments and present offers.
Overcome patient objections and use product knowledge to showcase dental solutions.
Manage sensitive information and consistently meet key performance indicators.
North American Dental Group (NADG) uses its individuality and expertise to work with partnered dental offices to provide best-in-class patient care. The company's guiding principle is empathy, and it focuses on putting every patient first, every visit.