Logo for eFinancial

(Part-Time & Remote) Contact Center Representative

Role overview

Qualifications

  • High school diploma or equivalent
  • Customer service, sales, administrative, or relevant experience involving communication with customers
  • Comfort using computers and learning new systems
  • Ability to multitask while maintaining attention to detail

Responsibilities

  • Conduct calls with prospects to collect information and transfer qualified leads to licensed insurance advisors
  • Use multiple computer systems and databases to look up lead records and accurately disposition interactions
  • Follow phone scripts and workflows to maintain compliance with applicable laws and regulations
  • Meet performance metrics, including on-time attendance and high call availability

Key facts

Hard skills

Other skills

  • Non-Verbal Communication
  • Problem Solving
  • Customer Service
  • Multitasking
  • Social Skills
  • Adaptability
  • Resilience

About the company

eFinancial logo

eFinancial

Insurance

eFinancial is making it faster, easier, and more affordable for everyday Americans get life insurance coverage. Founded in 2001, eFinancial is an online and call center-based insurance agency that makes buying life insurance more convenient than traditional face-to-face options. Today, consumers can get the personal coverage they need from the convenience of their home, office or even on the go. Using a patented sales technology platform, we operate three call centers in Chicago; Bellevue, Washington; and Tempe, Arizona. Our licensed agents and representatives reach thousands of people each day, offering a wide selection of coverages from top-rated insurance companies to help meet their unique life insurance needs – and often with just a single phone call.

Company details

IndustryInsurance
Company size201 - 500

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Job description

Who we are:

Fidelity Life is a leading provider of financial security for middle market consumers. With a history of innovation, the company is redefining the life insurance industry with patented products and processes. Fidelity Life pioneered the use of predictive analytics to streamline the new business process and revolutionize the speed that policies can be issued. Established in 1896, Fidelity Life enjoys a long track-record of success and continues to build its reputation of sound fiscal management and customer-focused innovation.

In concert with Fidelity Life, eFinancial is an online and call-center-based insurance agency with a proven direct-to-consumer life insurance model. Using a proprietary and patented sales technology platform, eFinancial’s licensed agents help thousands of consumers each day with their unique life insurance needs – often with just a single phone call. To complement this channel, the company recently expanded to offer an entirely digital purchase experience.

Fidelity Life and eFinancial are part of iA Financial Group and are revolutionizing the life insurance industry to make protection more accessible and affordable for everyday Americans. With integrated marketing, product manufacturing, and controlled distribution, the enterprise is uniquely positioned to grow.

Work Arrangement & Schedule

Employment Status: Part-time

Hours per week: 20 hours

Workdays: Monday-Friday

Schedule: 12:00 pm - 4:00 pm CST

This remote, part-time opportunity is designed for candidates seeking meaningful, flexible work to complement their life. Ideal for students who want a simple way to earn money between classes or stay at home parents with a few hours free in the middle of the day to earn supplemental income, this position is a great option for those who want flexibility to work from anywhere in the U.S. Hires received a week-long training, tech hardware and systems, and ongoing virtual support to conduct calls with prospective clients. Candidates from all backgrounds are encouraged to apply.

Key Responsibilities:

  • Conduct calls with prospects to collect information and transfer qualified leads to licensed insurance advisors.
  • Use multiple computer systems and databases to look up lead records and accurately disposition interactions.
  • Follow phone scripts and workflows to maintain compliance with applicable laws and regulations.
  • Support our mission and corporate objectives by collecting accurate information to facilitate life insurance sales.
  • Meet performance metrics, including on-time attendance and high call availability, daily call minimums, call to transfer percentage, quality scores, and customer satisfaction ratings.
  • As needed, participate in training to remain current on systems and regulatory requirements.

Skills & Preferred Experience:

  • Strong verbal communication skills with a clear, professional phone presence.
  • Strong problem-solving and interpersonal skills.
  • Comfortable working independently in a remote setting.
  • Adaptability and resilience when interacting in a fast-paced setting with all types of individuals.
  • Bilingual or multilingual communication skills are a plus, including English and Spanish.

Qualifications:

  • High school diploma or equivalent.
  • Customer service, sales, administrative, retail, hospitality, campus, volunteer, or other experience involving communication with customers or the public is preferred; relevant school or community experience applies.
  • Comfort using computers, learning new systems, and working across multiple applications; training on company-specific tools will be provided.
  • Ability to multitask while maintaining attention to detail in a fast-paced environment.
  • A quiet, distraction-free work environment with reliable access to high-speed internet.

Essential Functions:

Role involves several hours of sitting or standing at a desk in front of a computer screen while wearing and speaking into a telephone headset. No on-camera presence is required. One to two short breaks each shift.

Compensation & Benefits:

Part-time benefits: We believe in promoting employee flexibility that helps to balance your life and aspirations.

  • Hourly Rate: $20.00/hr
  • 401(k) Plan: Save for your future with a company match to help you grow your retirement savings.
  • Sick Time accrues each pay period: Take time off when you need it.

Remote work is not available in the following States:

California, Colorado, Massachusetts, New York, Oregon, and Utah

#FidelityLifeAssociation #eFinancial #hiring #LI-Remote #IND-Corporate

EEOC/Other: eFinancial/Fidelity Life Association is an equal opportunity employer and supports a diverse workplace.  As an eFinancial/Fidelity Life employee, you will be eligible for Medical and Dental Insurance, Health Savings Accounts, Flexible Spending Accounts (Health, Dependent Care & Transit), Vision Care, 401(K), Short-term and Long-term Disability, Life and AD&D coverages.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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