Finance Benefits Specialist

Excellence Financial ER; United States; Remote; USD 50,000 - 70,000; Part time

Job summary

Excellence Financial ER seeks motivated individuals for the role of Financial Benefits Specialist, where you will help clients gain access to essential financial protection through customized benefits solutions. This flexible, part-time position allows you to work remotely and manage your schedule while building meaningful client relationships in the financial sector.

Benefits

100% remote

Flexible hours

Ongoing training and mentorship

Commission-based earnings

No cold calling

Qualifications

• Self-starter with strong organizational habits.
• Must be able to pass a background check.
• Guidance provided for licensing process if not yet licensed.

Responsibilities

• Evaluate client needs and recommend appropriate benefits.
• Stay compliant with industry standards and licensing requirements.
• Assist clients with applications and ongoing benefits management.

Skills

Excellent communication

Relationship-building

Organizational skills

Coachable attitude

Education

Life and/or health insurance license

Job description

4 days ago Be among the first 25 applicants

Excellence Financial ER provided pay range

This range is provided by Excellence Financial ER. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Excellence Financial ER

@earlthemoneycoach | Tax Free Retirement Planner | Executive Bonus Specialist | USAF | Entrepreneur & Investor

About the Opportunity:

We are seeking driven, purpose-oriented individuals to join our team as Financial Benefits Specialists. In this role, you'll help individuals and families access the financial protection and support they need through tailored insurance and benefits solutions.

This is a remote, part-time 1099 contracting opportunity with commission-based compensation. You’ll have the flexibility to create your own schedule, work from anywhere, and grow at your own pace — all while making a lasting impact.

What Makes This Opportunity Different:

• We provide a proven lead generation system that connects you with individuals actively seeking financial and benefits guidance
• You focus on helping clients — not hunting for leads

Responsibilities:

• Evaluate client needs and recommend appropriate life, health, and supplemental benefit options
• Explain coverage options and help clients make informed decisions about financial protection
• Assist clients with applications and ongoing benefits management
• Build long-term relationships based on trust, service, and consistent communication
• Stay compliant with industry standards and licensing requirements

Requirements:

• Excellent communication and relationship-building skills
• Self-starter with strong organizational habits and a coachable attitude
• Must be able to pass a background check
• Life and/or health insurance license required
• Not yet licensed? We provide guidance, mentorship, and sponsorship to help you through the licensing process

What We Offer:

• 100% remote — work from anywhere in the U.S.
• Flexible, part-time schedule — set your own hours
• Competitive, commission-based earnings with no cap
• No cold calling or door-to-door sales
• Ongoing training, mentorship, and personal development
• A collaborative, growth-oriented team environment

If you're passionate about helping others, value work-life balance, and want to build a meaningful career in financial benefits — we’d love to connect. Apply today and take the first step toward a fulfilling opportunity.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Human Resources

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