Part-Time Virtual Benefits Advisor

Job summary

The advisor will contact warm leads to explain financial-protection options and assist clients with the enrollment process. They are also responsible for maintaining a consistent follow-up rhythm and meeting activity targets.

Job details

Looking for motivated people who want a remote career with upside — not another dead-end job. This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results. The work • Take requested conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm You get • Remote work • A written process so you are not inventing the job • Coaching from people who have done the work • A path into leadership if you produce You should apply if you are competitive, coachable, and comfortable on camera. Skip this if you need constant supervision or hate talking to clients. Interviews are on Zoom. \n \n

What you’ll do

The advisor will contact warm leads to explain financial-protection options and assist clients with the enrollment process. They are also responsible for maintaining a consistent follow-up rhythm and meeting activity targets.

Requirements

Candidates must be competitive, coachable, and comfortable presenting on camera. The role requires the ability to work independently without constant supervision.

Benefits

• Remote work
• Coaching
• Leadership path

Listed skills

• Sales · Preferred
• Communication · Preferred
• client relations · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Communication
• Sales
• Client relations
• Financial services
• Enrollment
• Follow-up
• Coachable
• Competitive
• Zoom (Video Conferencing Tool)
• Customer Service
• Financial Services
• Leadership
• Coaching

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Consulting
• Benefits Advisor
• Sales Advisor
• Commercial Sales Representatives
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

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