eFinancial
eFinancial
eFinancial is an online life insurance comparison and brokerage platform that helps consumers evaluate and purchase term, permanent, and final expense coverage. Its digital tools include fast online quotes and a 10-question term life insurance calculator, supported by educational resources and access to licensed agents for personalized guidance. The platform brings together options from established insurance carriers, helping customers compare coverage periods, premiums, medical exam requirements, and cash value features while navigating the application process.

Part-Time Remote Contact Center Representative at eFinancial

Part-time remote contact center role handling prospect calls, gathering information, and transferring qualified leads to licensed insurance advisors. Supports Fidelity Life and eFinancial’s direct-to-consumer life insurance operations.

Description

  • Speak with prospects to gather information and transfer qualified leads to licensed insurance advisors
  • Navigate multiple systems and databases to review lead records and accurately record interaction outcomes
  • Use approved scripts and workflows while complying with applicable laws and regulations
  • Capture accurate information to support life insurance sales
  • Achieve targets for attendance, availability, daily call volume, transfer rate, quality, and customer satisfaction
  • Complete required training to stay current with systems and regulatory procedures
  • Work at a desk, seated or standing, while using a computer and telephone headset
  • Work without an on-camera presence

Requirements

  • High school diploma or equivalent
  • Preferred experience in customer service, sales, administration, retail, hospitality, campus activities, volunteering, or other public-facing communication; relevant school or community experience is also considered
  • Clear, professional verbal communication and phone skills
  • Strong interpersonal abilities and problem-solving judgment
  • Ability to work independently in a remote environment
  • Adaptability and resilience in a fast-paced workplace
  • Comfort using computers, learning new systems, and working across multiple applications
  • Ability to manage multiple tasks while maintaining accuracy
  • Quiet, distraction-free workspace
  • Reliable high-speed internet access
  • Bilingual or multilingual communication skills, including English and Spanish, are a plus
  • Availability Monday through Friday from 12:00 p.m. to 4:00 p.m. CST
  • Availability for 20 hours of part-time work each week

Benefits

  • One week of training
  • Technology hardware and required systems provided
  • Continued virtual support
  • Flexible part-time remote schedule
  • 401(k) plan with company match
  • Sick time accrued each pay period
  • Medical insurance
  • Dental insurance
  • Health Savings Accounts
  • Flexible Spending Accounts for health, dependent care, and transit
  • Vision care
  • Short-term disability coverage
  • Long-term disability coverage
  • Life and accidental death and dismemberment coverage
  • One or two brief breaks per shift

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