Remote Benefits Advisor — Client-Facing with Incentives

Boatman Agency; United States; Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Performance incentives

Recognition

Job summary

Boatman Agency is seeking a client-focused professional to work remotely with clients in the United States. In this role you will meet virtually, recommend coverage options, and maintain CRM records to support sales and service.

The ideal candidate communicates clearly, stays organized, and is self-motivated. License preferred or willing to obtain; remote work experience and strong relationship-building skills are valued.

Qualifications

• Client-facing experience is preferred.
• Excellent verbal and written communication.
• Must be organized and self-motivated.
• Comfortable with remote work.
• License preferred or willingness to obtain license.

Responsibilities

• Meet virtually with interested clients.
• Recommend coverage options.
• Maintain CRM records.
• Attend coaching.
• Stay compliant.

Skills

Client-facing experience

Strong communication

Organized

Self-motivated

Remote work comfortable

Job description

Boatman Agency is seeking a client-focused professional to work remotely with clients in the United States. In this role you will meet virtually, recommend coverage options, and maintain CRM records to support sales and service.

The ideal candidate communicates clearly, stays organized, and is self-motivated. License preferred or willing to obtain; remote work experience and strong relationship-building skills are valued.