Client Success Advisor (WFH), Kelowna

About Us We collaborate with unions, credit unions, and associations across Canada to help their members access long-term benefit programs that support their families. Our goal is to make sure working households have reliable coverage in place for the future.

We're currently growing and looking for individuals who enjoy working with people and want a stable, long-term opportunity.

What You'll Do In this role, you'll speak directly with families and guide them through their available benefits in a simple, easy-to-understand way. You'll be helping people make informed decisions while keeping the process smooth and professional.

Meet with clients virtually (Zoom) to review their benefit options

Complete and manage all required documentation accurately

Stay in touch with clients to build strong, ongoing relationships

Work alongside your team to improve workflows and client experience

What You'll Need

Legal authorization to work in Canada

High school diploma or equivalent (additional education is a bonus)

Experience in customer service or working with people is helpful, but not required

What Makes You a Good Fit

Strong communication skills and confidence speaking with people

Organized and detail-oriented

Able to adapt and stay productive in a remote environment

Solutions-focused with a positive attitude

Works well both independently and as part of a team

What You Can Expect

Full benefits package (dental, prescriptions, travel, etc.)

Fully remote work with flexible hours

Ongoing training and clear opportunities to grow

Bonuses, incentives, and company-paid trips

A supportive team that values your effort and results

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