This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves guiding clients to confidence as a Remote Customer Sales Representative. You will serve as a vital link between comprehensive solutions and the clients who need them. - Initiate and nurture genuine connections with pre-qualified clients through engaging virtual interactions. - Conduct in-depth consultations to accurately understand clients' unique financial situations and future aspirations. - Clearly and convincingly present tailored financial strategies via Zoom or phone. - Expertly guide clients through the entire process, from initial inquiry to the successful implementation of their chosen plan. - Efficiently utilize our CRM system to manage client interactions and optimize your workflow. Qualifications - Exceptional virtual communication skills - Strong initiative and effective time management - Proactive problem-solving abilities - Genuine client advocacy Requirements - Ability to build immediate rapport and convey complex information clearly in a remote setting - Self-motivated and accountable - Driven by results and committed to finding the best solutions for clients Benefits - Unlimited earning potential with a highly competitive and uncapped commission structure - True lifestyle flexibility with the ability to design your own work schedule - Provided, qualified leads with no cold calling required - Access to world-class training and cutting-edge digital tools - Comprehensive wellness support including life insurance and healthcare exchange Important Note This is an independent contractor (1099) position. Compensation is solely commission-based, offering you unparalleled autonomy and direct control over your financial achievements.

• Build AI CX agents that process all incoming tickets • Review AI agent performance and real customer interactions to ensure automation handles more cases efficiently while maintaining high quality and customer satisfaction • Identify patterns across conversations and use them to improve agents, workflows, and self-serve experiences • Build, refine, and actively manage AI-driven support logic • Proactively expand automation into new areas to reduce manual work and increase system coverage • Support customers on complex, sensitive, or edge-case issues that require manual investigation • Handle escalations and high-stakes scenarios with care and ownership • Follow issues through until there is a real resolution

IT PowerApps Developer II     Brief description Primary responsibilities will include providing technical support to users, collaborating with other developers to design, build and maintain PowerApps, develop SQL queries, procedures, and custom reporting. You will also be responsible for ensuring database stability, reliability, and performance. Additionally, they will collaborate with other IT professionals to support and enhance the organization's technological capabilities. Works under the close direction of senior personnel in the functional area. Possesses a moderate understanding of general aspects of the job. May require 2-3 year of IT application programming work experience.     Essential Functions - Design and create custom Canvas and Model-driven apps to digitize business processes. - Develop complex workflows, cloud flows, and business process flows using Power Automate. - Build data models, manage relationships within Dataverse, and connect to SQL Server or SharePoint. - Integrate Power Apps with Microsoft 365, Azure, and third-party systems, performing rigorous testing and debugging. - Use SQL to develop and implement procedures and functions. - Help Desk Support for software tickets. - Collaborate with other developers to design, build, and maintain our application. - Provide technical support to users by researching and answering questions, troubleshooting problems, and maintaining software performance. -  Improve user experience by writing and maintaining documentation. - Provide answers to clients by identifying problems, researching answers, and guiding users through corrective steps. - Provide on-call support as necessary. - Maintain workflow outcomes by updating and documenting all changes. - Assist with maintaining system backup information on a daily schedule. - Assist with controlling user access and privileges to secure information. - Assist with performing initial and continued training of employees on proper usage of systems. - Attend educational workshops and complete HIPAA and other compliance training. - Perform other duties as assigned by management.   Qualifications and requirements - Strong experience with Microsoft Power Platform components (Apps, Automate, Dataverse). - Knowledge of a wide range of PC computer systems, software and applications. - Experience in PowerApps, JavaScript, Python, Excel, APIs and Power BI. - Ability to perform routine preventive maintenance on systems software and applications. - Awareness of current technological developments/trends in the area of focus. - Records maintenance skills. - Ability to provide direction to resolve technological issues. - Strong interpersonal, customer service and communication skills, with the ability to work effectively in a diverse community. - Ability to diagnose software problems and coordinate solutions. - Excellent verbal and written communication skills. - Excellent organizational skills and attention to detail. - Thorough understanding of departmental and company procedures and policies. - Proficient with Microsoft Office Suite or related software. - Ability to learn industry-specific SaaS platforms and provide support.   Competencies   - Knowledge of SQL, PowerApps, JavaScript, .net Python, APIs, Excel and PowerBI - Application Troubleshooting - Application Compliance - Administrative Support - Application Maintenance - Issue Tracking - Issue Resolution - IT Administration - Application Administration - Software Installation - Software Maintenance   Physical Requirements - Regular attendance is essential. - Prolong periods sitting at a desk and working on a computer. - Ability to perform routine preventive maintenance on systems software and applications. - Ability to attend educational workshops as needed or assigned.   Discrimination based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, disability, age (40 or older) or genetic information (including family medical history) is illegal and will not be tolerated. In addition, we will provide reasonable accommodations (changes to the way things are normally done at work) to applicants and employees who need them for medical or religious reasons, as required by law.

• Handle inbound and outbound calls in a call center environment while providing excellent customer service. • Answer customer inquiries via telephone and respond to requests using professional etiquette. • Log and update all customer interactions in the tracking system in accordance with call center procedures. • Assist inspectors with profile discrepancy changes, cancellations, rescheduling, and unit verification counts. • Provide clients with role assignments for access into subsystems. • Reset passwords, reactivate IDs, and assist with account access issues. • Research and resolve customer inquiries using available resources such as user guides, manuals, website documentation, and call center alerts. • Escalate incidents and inquiry tickets with complete documentation of troubleshooting steps for issues unresolved at the Tier 1 level. • Transfer calls (warm/cold) to appropriate staff following established call center procedures. • Recognize, document, and alert supervisors of trends in customer inquiries or recurring issues. • Stay up-to-date with system changes, procedures, and customer information through ongoing training and resource materials. • Perform other duties as assigned to support team and organizational goals.