Client Enrollment Specialist – WFH Benefits
About The Position
Our company provides industry-leading supplemental benefit services, helping working families across the nation secure their financial well-being. Since 2020, our operations have been 100% virtual, giving you a flexible and modern work environment. We provide full training, ongoing mentorship, leadership support, and virtual coaching and development. This role involves engaging virtually with clients through Zoom and virtual platforms, understanding their needs and financial goals, and providing personalized benefit solutions. You will master supplemental benefit and protection strategies, educate families on coverage options, and help them make informed decisions. Building long-lasting relationships through strong communication, excellent customer service, and professional client interactions is key. You will also collaborate remotely with a motivated virtual team, participate in leadership calls and training sessions, and thrive in a positive and energetic remote culture.
Requirements
- Applicants must be 18 years of age or older
- Computer or laptop
- Reliable internet connection
- Webcam and microphone
- Quiet workspace
- A Life & Health Insurance License is required prior to working with clients
- Passionate About Helping Others
- Motivated to make a positive impact
- Enjoy building relationships with people
- Excellent Communicators
- Able to explain information clearly and professionally
- Comfortable speaking with clients virtually
- Goal-Oriented & Self-Motivated
- Strong work ethic and willingness to learn
- Coachable and driven to succeed
- Adaptable Team Players
- Comfortable working remotely
- Able to collaborate within a virtual team environment
Responsibilities
- Engage Virtually with Clients
- Meet with clients through Zoom and virtual platforms
- Understand client needs and financial goals
- Provide personalized benefit solutions
- Master Benefits Solutions
- Learn supplemental benefit and protection strategies
- Educate families on available coverage options
- Help clients make informed decisions
- Build Long-Lasting Relationships
- Develop trust through strong communication
- Provide excellent customer service and support
- Maintain professional client relationships
- Collaborate Remotely
- Work alongside a motivated virtual team
- Participate in leadership calls and training sessions
- Thrive in a positive and energetic remote culture
- Handle client calls and inquiries
- Schedule and manage virtual appointments
- Provide ongoing customer support
- Conduct Zoom presentations
- Clearly explain supplemental benefits and coverage options
- Help clients understand available programs
- Assist clients through the enrollment process
- Ensure professionalism and accuracy throughout applications
- Participate in optional training sessions
- Continue developing professional and leadership skills
- Attend mentorship and development calls
Benefits
- Work-from-anywhere flexibility
- Comprehensive virtual training provided
- Weekly pay plus performance bonuses
- Residual income opportunities
- Leadership and management advancement potential
- Medical reimbursement program available after qualification requirements
- Incentive trips and leadership conferences
- Positive and supportive remote team culture
- Flexible scheduling after training
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
