Remote Benefits Advisor for Families

Remote Jobs; Vienna (WV); Remote; USD 40,000 - 64,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Flexible hours

Remote tools

Ongoing mentorship

Job summary

Remote Jobs seeks a proactive individual for a remote, high-engagement financial-services role. You will engage with people who requested information, map protection needs, guide them through enrollment, and manage a client list. The team emphasizes coaching, ongoing mentorship, and a performance-driven environment.

Ideal candidates are self-starters who enjoy helping families and embracing feedback. A Zoom overview is the next step, with AI-assisted parts of the process possible.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Must be coachable and open to feedback.
• Strong communication and active listening skills.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication skills

Self-motivation

Willingness to be coached

Job description

Remote Jobs seeks a proactive individual for a remote, high-engagement financial-services role. You will engage with people who requested information, map protection needs, guide them through enrollment, and manage a client list. The team emphasizes coaching, ongoing mentorship, and a performance-driven environment.

Ideal candidates are self-starters who enjoy helping families and embracing feedback. A Zoom overview is the next step, with AI-assisted parts of the process possible.