Credit Union Benefit Agent
Remote Benefit Agent– Credit Union Member Market
Full-Time | Remote | U.S. Based
Are you seeking a career where you can build strong client relationships, work remotely, and make a lasting impact? We are actively hiring a Remote Benefit Agent to serve the credit union member market—helping individuals and families access meaningful, needs-based benefits through virtual consultations.
This is an ideal role for client-focused professionals with strong communication skills who are ready to grow their careers in a flexible, mission-driven environment.
Position Overview
As a Benefit Manager, you will work directly with credit union members to help them understand and enroll in benefit programs tailored to their needs. All consultations are conducted remotely, and all leads are provided—there is no cold calling or in-person selling.
What We Offer
100% remote position with flexible scheduling
Exclusive access to pre-qualified leads from the credit union community
Vested renewal structure for long-term income growth
Comprehensive training and onboarding
Leadership and advancement opportunities available
Supportive and collaborative team culture
Licensing support available for qualified candidates
Key Responsibilities
Conduct scheduled virtual consultations with credit union members
Evaluate client needs and recommend benefit options tailored to their financial goals
Communicate complex topics clearly and compassionately
Maintain detailed client records and ensure regulatory compliance
Participate in team development and continuous training programs
Preferred Qualifications
Experience in benefit consultation, financial services, or client advisory roles
Excellent communication and interpersonal skills
Self-motivated, organized, and comfortable in a remote work environment
Familiarity with or prior experience serving credit union members is a plus
Authorized to work in the United States
Join a team that values people, purpose, and performance. If you're ready to grow your career while serving credit union members with integrity and care, we welcome your application.