Benefits Representative WFH

Spade Recruiting; United States; Remote; USD 34,000 - 55,000; Full time

Benefits offered by this job

Formal onboarding

Tools & platforms access

Defined growth paths

Leadership guidance

Recognition programs

Weekly pay

Job summary

Spade Recruiting is expanding its virtual team and seeks individuals who can guide clients through financial protection options with clarity and empathy. The role centers on information sharing, not aggressive selling, and is fully remote.

You will conduct video conversations, assess client needs, explain policies, and guide applicants through paperwork. Onboarding is formal, with ongoing learning and growth opportunities within a collaborative team.

Qualifications

• Excellent communication and listening abilities are essential.
• Ability to manage time effectively in a remote setup.
• Comfort with learning new systems and platforms.

Responsibilities

• Lead scheduled video-based conversations with clients
• Understand individual needs and provide appropriate coverage guidance
• Explain policies, timelines, and next steps clearly
• Support clients through paperwork and application processes
• Keep organized records and complete follow-ups
• Participate in training sessions, team meetings, and development

Skills

Communication skills

Active listening

Time management

Remote-work tools

Willingness to learn

Tools

CRM tools

Job description

We’re growing our virtual team and looking for individuals who enjoy helping others make informed decisions about financial protection. This role is centered on guidance, clarity, and ongoing client support rather than aggressive selling.

You’ll operate in a fully remote setting, working with individuals who have already expressed interest and are seeking clear, straightforward information about available coverage.

Core Duties

• Lead scheduled video-based conversations with clients
• Understand individual needs and provide appropriate coverage guidance
• Explain policies, timelines, and next steps in a clear and professional manner
• Support clients through paperwork and application processes
• Keep organized records and complete follow-ups when necessary
• Take part in training sessions, team meetings, and professional development

Candidate Profile

• Confident communicator with strong listening skills
• Professional, dependable, and service-oriented
• Able to manage time effectively in a remote environment
• Open to learning new systems, tools, and industry standards
• Background in client-facing roles is an asset, though not required

What’s Included

• Formal onboarding and continuous learning support
• Access to company tools, platforms, and operational resources
• Defined growth paths and performance benchmarks
• Collaborative team environment with ongoing leadership guidance
• Performance recognition programs
• Weekly pay structure

The Opportunity

This role offers a chance to establish a career in a consistent and people-driven field while maintaining the flexibility of remote work. With structured support and clear expectations, you’ll have the tools to grow professionally and contribute meaningfully.