Client Benefits Specialist | Life Insurance

The Weiner Group; Crestline (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Commission-based earnings

Training and ongoing support provided

Tools, systems, and resources to help.

Job summary

The Weiner Group Inc. is seeking a Client Benefits Specialist for a remote, performance-based independent contractor role in the life insurance industry.

You will educate clients on coverage options, guide them through applications, and maintain ongoing relationships to ensure continued service. You will work with prospective clients, conduct needs-based conversations, and present solutions in a compliant manner, while building long-term client relationships through consistent communication and

Qualifications

• Experience in sales, customer service, or insurance preferred.
• Strong communication and relationship-building skills.
• Self-motivated with ability to manage your own schedule.
• Comfortable working independently in a remote environment.
• Willingness to obtain a life insurance license if not licensed.
• Passion for helping individuals and families protect their financial future.

Responsibilities

• Connect with prospective clients using company-provided systems and marketing tools.
• Conduct needs-based conversations to understand clients' financial protection goals.
• Educate clients on available life insurance products and coverage options.
• Present solutions clearly and compliantly.
• Assist clients through the application and underwriting process.
• Maintain records of client interactions and follow-up activity.
• Build long-term client relationships through ongoing service.
• Ensure activities comply with insurance regulations and company policies.

Skills

Sales

Communication

Relationship-building

Self-motivated

Remote work

Life insurance license

Job description

The Weiner Group Inc. | Remote | Life Insurance Industry

The Client Benefits Specialist supports individuals and families in selecting life insurance solutions that meet their financial protection needs.

In this role, you will work with prospective clients, explain available coverage options, and help guide them through the application process. You will also maintain ongoing relationships with clients to ensure continued service and support.

This is a performance-based independent contractor role within the life insurance industry, focused on client education, service, and policy placement.

Key Responsibilities

• Connect with prospective clients using company-provided systems and marketing tools
• Conduct needs-based conversations to understand each client's financial protection goals
• Educate clients on available life insurance products and coverage options
• Present solutions in a clear, professional, and compliant manner
• Assist clients through the application and underwriting process
• Maintain accurate records of client interactions and follow-up activity
• Build long-term client relationships through consistent communication and service
• Ensure all activities comply with insurance regulations and company policies

Qualifications

• Previous experience in sales, customer service, or insurance preferred
• Strong communication and relationship-building skills
• Self-motivated with the ability to manage your own schedule
• Comfortable working independently in a remote environment
• Willingness to obtain a life insurance license if not already licensed
• Passion for helping individuals and families protect their financial future

What We Offer

• Performance-based compensation structure
• Commission-based earnings tied to production
• Training and ongoing support provided
• Tools, systems, and resources to support client engagement

About The Company

The Weiner Group Inc. is committed to helping individuals and families protect what matters most through life insurance solutions designed to provide financial security and peace of mind.

We focus on providing our team with systems, training, and support to help them serve clients effectively and build a sustainable career in the insurance industry.