For people outside the United States of America (USA) and Canada only. This is a freelancer track. You support the licensed Life and Health Insurance professional from USA and Canada as part of their dream support team. You earn through performance based work inside the system.
You live outside USA and Canada
You want remote work with structure
You have life insurance exposure and strong communication in English, Spanish
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
Life insurance experience in your local country
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.
Output based.
Pay per qualified appointment
Bonuses for quality and consistency
Growth into team lead based on performance