Client Enrollment Specialist – WFH Benefits Department
About The Position
Our company provides industry-leading supplemental financial and benefit services, helping working families across the nation protect their financial well-being. Since 2020, our company has operated in a 100% virtual environment, offering flexibility and a modern remote work experience. This role involves engaging virtually with clients through Zoom and other virtual platforms to understand their financial and benefit needs, providing personalized solutions and support. You will master supplemental benefit products and services, educate families on available protection options, and help clients make informed financial decisions. Building long-term client relationships through trust, strong communication, and ongoing customer service is key. You will also collaborate in a remote environment with a motivated virtual team, participate in leadership and team meetings, and continue professional development through optional training sessions.
Requirements
- Applicants must be 18 years of age or older
- Basic work equipment is required: Computer or laptop, Reliable internet connection, Webcam and microphone, Quiet workspace
- A Life & Health Insurance License is required prior to working with clients
Nice To Haves
- Passionate About Helping Others
- Motivated by making a positive impact
- Enjoy building relationships with people
- Strong Communicators
- Comfortable speaking professionally with clients
- Able to explain information clearly and confidently
- Goal-Oriented & Self-Motivated
- Coachable and driven to succeed
- Able to work independently in a remote environment
- Adaptable Team Players
- Comfortable learning new systems and technology
- Thrive in a collaborative virtual team setting
Responsibilities
- Engage Virtually with Clients
- Meet with clients through Zoom and virtual platforms
- Understand clients’ financial and benefit needs
- Provide personalized solutions and support
- Master Benefits & Financial Solutions
- Learn supplemental benefit products and services
- Educate families on available protection options
- Help clients make informed financial decisions
- Build Long-Term Client Relationships
- Develop trust through strong communication
- Provide ongoing customer service and support
- Maintain professional and positive client interactions
- Collaborate in a Remote Environment
- Work with a motivated virtual team
- Participate in leadership and team meetings
- Continue professional development through optional training sessions
- Respond to client inquiries
- Schedule virtual appointments
- Provide ongoing support and follow-up
- Conduct Zoom presentations
- Explain insurance products and supplemental benefits clearly
- Assist clients with understanding coverage options
- Guide clients through the application process
- Ensure accuracy and professionalism throughout enrollment
- Attend virtual training sessions
- Participate in leadership and development calls
- Continue growing industry knowledge and communication skills
Benefits
- Work-from-anywhere flexibility
- Full training and mentorship provided
- Weekly pay plus performance bonuses
- Residual income opportunities
- Leadership advancement opportunities
- Medical reimbursement program available after qualification requirements
- Incentive trips and leadership conferences
- Positive and supportive team culture
- Flexible scheduling after training
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
