Junior Business Associate - Client Plans & Scheduling

First Roles; Oakbrook Terrace (IL); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Job summary

First Roles in Oakbrook Terrace seeks a Business Associate to join the on-site team. You will schedule appointments, follow up with clients, and present benefit options to help clients decide confidently, all while building strong client relationships.

No degree or prior insurance experience is required; you will receive training on products, systems, and client communication from week one. Benefits include medical, dental, and vision coverage, with earnings potential as you grow in the role.

Qualifications

• No degree required.
• Hands-on training provided.
• Opportunity to develop client-relations and income potential.

Responsibilities

• Schedule and confirm appointments with prospective clients.
• Follow up by phone, text, and email to advance conversations.
• Present plan options clearly to help clients make informed decisions.
• Maintain accurate records of every interaction and outcome.
• Coordinate with team to ensure timely client support.

Skills

Communication

Appointment scheduling

Customer service

Job description

First Roles in Oakbrook Terrace seeks a Business Associate to join the on-site team. You will schedule appointments, follow up with clients, and present benefit options to help clients decide confidently, all while building strong client relationships.

No degree or prior insurance experience is required; you will receive training on products, systems, and client communication from week one. Benefits include medical, dental, and vision coverage, with earnings potential as you grow in the role.