Remote Benefits Advisor & Sales Consultant

Agent Alliance Inc.; Peabody (MA); Remote; USD 65,000 - 70,000; Full time

Benefits offered by this job

Stock options

Bonuses

Paid training

Weekly pay

Job summary

Agent Alliance Inc. is seeking skilled representatives to remotely consult families on supplemental benefits, explain available options, and guide them to the best plan. You will be a strong communicator, entrepreneurial, and a committed team player in a remote, flexible environment.

Responsibilities include outreach, scheduling Zoom meetings, tailoring plans, maintaining client relationships, reviewing benefits, and handling inquiries with thorough documentation support.

Qualifications

• Reach out to individuals who have requested more information on the benefits we offer
• Schedule Zoom meetings with these members
• Customize new benefit plans and adjust existing plans to fit the current needs of each client
• Establish and maintain relationships with existing and new clients
• Perform benefit reviews for existing clients, as well as help with any necessary claims or adjustments
• Provide attentive customer service and any necessary administrative support in response to members' needs
• Respond to and resolve client questions and concerns regarding their benefits
• Ensure that all documentation is accurate and complete, and perform any necessary updates on schedule

Responsibilities

• Reach out to individuals who have requested more information on the benefits we offer
• Schedule Zoom meetings with these members
• Customize new benefit plans and adjust existing plans to fit the current needs of each client
• Establish and maintain relationships with existing and new clients
• Perform benefit reviews for existing clients, as well as help with any necessary claims or adjustments
• Provide attentive customer service and any necessary administrative support in response to members' needs
• Respond to and resolve client questions and concerns regarding their benefits
• Ensure that all documentation is accurate and complete, and perform any necessary updates on schedule

Job description

Agent Alliance Inc. is seeking skilled representatives to remotely consult families on supplemental benefits, explain available options, and guide them to the best plan. You will be a strong communicator, entrepreneurial, and a committed team player in a remote, flexible environment.

Responsibilities include outreach, scheduling Zoom meetings, tailoring plans, maintaining client relationships, reviewing benefits, and handling inquiries with thorough documentation support.