Remote Benefits Advisor: Guidance & Client Support

Spade Recruiting; United States; Remote; USD 34,000 - 55,000; Full time

Benefits offered by this job

Formal onboarding

Tools & platforms access

Defined growth paths

Leadership guidance

Recognition programs

Weekly pay

Job summary

Spade Recruiting is expanding its virtual team and seeks individuals who can guide clients through financial protection options with clarity and empathy. The role centers on information sharing, not aggressive selling, and is fully remote.

You will conduct video conversations, assess client needs, explain policies, and guide applicants through paperwork. Onboarding is formal, with ongoing learning and growth opportunities within a collaborative team.

Qualifications

• Excellent communication and listening abilities are essential.
• Ability to manage time effectively in a remote setup.
• Comfort with learning new systems and platforms.

Responsibilities

• Lead scheduled video-based conversations with clients
• Understand individual needs and provide appropriate coverage guidance
• Explain policies, timelines, and next steps clearly
• Support clients through paperwork and application processes
• Keep organized records and complete follow-ups
• Participate in training sessions, team meetings, and development

Skills

Communication skills

Active listening

Time management

Remote-work tools

Willingness to learn

Tools

CRM tools

Job description

Spade Recruiting is expanding its virtual team and seeks individuals who can guide clients through financial protection options with clarity and empathy. The role centers on information sharing, not aggressive selling, and is fully remote.

You will conduct video conversations, assess client needs, explain policies, and guide applicants through paperwork. Onboarding is formal, with ongoing learning and growth opportunities within a collaborative team.