Remote Benefits Consultant & Plan Advisor

Agent Alliance; Katy (TX); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Company stock options

Performance-based bonuses

Comprehensive paid training

Weekly pay with competitive commission

Flexible work schedule

Work from home

Job summary

Agent Alliance seeks representatives to consult with families remotely, explaining available benefits and helping them choose plans that fit their needs. Successful reps are communicative, ambitious, organized, and team players who think entrepreneurially.

Responsibilities include outreach, scheduling Zoom meetings, tailoring plans, and maintaining client relationships. The role offers stock options, bonuses, comprehensive paid training, and a flexible, home-friendly schedule with weekly pay

Qualifications

• Strong communication skills and ability to work remotely.
• Experience scheduling and conducting meetings (Zoom).
• Ability to tailor benefit plans and adjust as needed.
• Develop and maintain client relationships and provide service.

Responsibilities

• Reach out to individuals who have requested more information on the benefits offered.
• Schedule Zoom meetings with these members.
• Customize new benefit plans and adjust existing plans to fit client needs.
• Establish and maintain relationships with existing and new clients.
• Perform benefit reviews for existing clients and assist with claims or adjustments.
• Provide attentive customer service and necessary administrative support.
• Respond to and resolve client questions and concerns regarding their benefits.
• Ensure all documentation is accurate and up-to-date.

Skills

Communication

Motivation

Organization

Entrepreneurial mindset

Team player

Tools

Zoom

Job description

Agent Alliance seeks representatives to consult with families remotely, explaining available benefits and helping them choose plans that fit their needs. Successful reps are communicative, ambitious, organized, and team players who think entrepreneurially.

Responsibilities include outreach, scheduling Zoom meetings, tailoring plans, and maintaining client relationships. The role offers stock options, bonuses, comprehensive paid training, and a flexible, home-friendly schedule with weekly pay