You support the licensed Life and Health Insurance professional from USA and Canada as part of their dream sales support team. You earn through performance based work inside the system.
You have strong communication in English, Spanish
You have interest in working remote online
Support work only as part of the dream team.
Lead research and list building
Outreach support, messages, follow up, appointment setting
Customer relationship management (CRM) updates, notes, tagging
Intake support, document collection, clean data
Scheduling, reminders, basic client support
Tracking, reporting, quality control
Excellent English or Spanish, spoken and written
Active listening skills
Excellent communication
Willingness to learn the system and follow it
Reliable internet, laptop, smartphone, quiet workspace
Week 1. Foundation
System overview. Compliance boundaries. Tools, templates, scripts.
Week 2. Execution
Daily workflow. Follow up rhythm. Appointment setting standards.
Week 3. Performance
Quality targets. Conversion tracking. Speed and accuracy.
Week 4. Scale
Own a role. Weekly scorecard. Improve results.
Performance based
Pay per qualified appointment
Bonuses for quality and consistency
Growth into team lead based on performance
Senior Executive Field Chairman at Hegemon Group International since 2018, serving families with structured financial solutions. Saeed Chaudhry Linkedin Profile
12 plus years as Marketing Director with World Financial Group / Transamerica Financial Group, focused on growth, safety, tax advantage, and protection products. Saeed Chaudhry Linkedin Profile
Helps families design tax free retirement plans, kids’ college funds, and high growth savings with a focus on security and protection. Saeed Chaudhry Linkedin Profile
Supports clients across the United States and Canada, including commercial consulting for more complex cases.