Remote Benefits Advisor - Flexible Schedule & Commission
Overview
As a Remote Benefits Advisor, you own client protection strategies for families across North America. You work from home, manage your schedule, and build a book of business through commission and residual income. You join a unionized team with stock options and full benefits. Virtual mentorship and high-quality leads replace cold calling, so you focus on advising, not prospecting. This role advances into leadership through performance and renewals.
What You'll Do8
- 1Schedule virtual meetings with provided leads to discuss benefit programs.
- 2Present benefit plans and guide clients through enrollment.
- 3Build long-term client relationships through regular follow-up and service.
- 4Track daily activity and close sales using CRM tools.
- 5Collaborate with your manager to set weekly goals and adjust tactics.
- 6Complete insurance licensing and ongoing training modules.
- 7Document client interactions and maintain compliance with HIPAA.
- 8Generate referrals through existing client satisfaction.
Requirements8
- 1Insurance license required or willingness to obtain one.
- 2Laptop or desktop computer with working camera.
- 3Basic computer skills including email and web conferencing.
- 4Reside in North America (United States or Canada).
- 5Sales or customer service experience helpful but not required.
- 6Friendly, professional communication style.
- 7Willingness to learn through structured training and coaching.
- 8Independent work ethic with remote collaboration capability.
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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