Benefits Representative - Entry Level - Customer Service

Boulder Connect

Fanning Springs (FL)

On-site

USD 59,000 - 72,000

Full time

5 days ago

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Job summary

Boulder Connect in Florida is seeking a Benefits Representative to help families protect assets and plan for the future. You will understand financial goals and present tailored insurance and financial solutions, building lasting client relationships.

This commission-only role offers potential for rapid advancement based on performance, with an average first-year earning potential of $65,000+. A licensing pathway may be required for certain products.

Qualifications

No strict qualifications required; potential-based hiring approach.
Ability to obtain necessary licensing for certain insurance products is essential.

Responsibilities

Engage with clients to understand their financial needs.
Offer customized solutions to safeguard assets.
Maintain industry knowledge to provide current advice.
Foster ongoing client relationships for continued support.

Job description

Role Overview

As a Benefits Representative, you will assist families in protecting their assets and securing their futures by understanding their financial goals and presenting tailored solutions. You will build and maintain strong client relationships, stay informed on industry updates, and provide consistent support.

Responsibilities

Engage with clients to understand their financial needs.
Offer customized solutions to safeguard assets.
Maintain industry knowledge to provide current advice.
Foster ongoing client relationships for continued support.

Qualifications & Skills

No strict qualifications required; potential-based hiring approach. Ability to obtain necessary licensing for certain insurance products is essential.

Key Duties

Participate in a virtual overview, interact with team members, and demonstrate a commitment to continuous learning and growth. This is a commission-only role with an average first-year earning potential of $65,000+ and opportunities for rapid advancement based on performance.

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