Work From Home Client Benefits Coordinator
About The Position
The Work From Home Client Benefits Coordinator, also referred to as a Virtual Protection Advisor, is a 100% remote role focused on helping individuals and families understand and select life insurance and supplemental benefit options. This position involves conducting virtual appointments, educating clients on their needs, presenting available options, and guiding them through the application and enrollment process. The role emphasizes education and service over high-pressure sales, aiming to build long-term client relationships. No prior insurance experience is required, as comprehensive training, mentorship, and licensing guidance are provided. This is a commission-based independent contractor opportunity with flexible scheduling and opportunities for performance-based career advancement.
Requirements
- Be at least 18 years of age
- Be legally authorized to work in the United States
- Be physically located within the United States
- Have access to a computer or laptop
- Maintain reliable high-speed internet
- Have webcam and microphone capability
- Maintain a quiet, professional workspace
- Be comfortable meeting with clients virtually
- Be willing to complete required training
- Hold or be willing and able to obtain the applicable state Life & Health Insurance License
Nice To Haves
- Previous experience in Customer Service
- Previous experience in Sales
- Previous experience in Retail
- Previous experience in Hospitality
- Previous experience in Healthcare
- Previous experience in Education
- Previous experience in Financial Services
- Previous experience in Banking
- Previous experience in Recruiting
- Previous experience in Client Relations
- Previous experience in Administrative Support
- Previous experience in Military Service
- Previous experience in Leadership
Responsibilities
- Connect with individuals interested in learning about available benefits
- Ask questions to understand each client's goals, priorities, and protection needs
- Explain available life insurance and supplemental benefit options
- Present information clearly and in easy-to-understand terms
- Provide personalized, needs-based recommendations
- Answer client questions professionally and accurately
- Guide clients through applications and enrollment
- Assist with required documentation
- Maintain accurate digital client records
- Provide professional follow-up and ongoing service
- Build long-term client relationships through trust, integrity, and exceptional service
- Conduct virtual client consultations
- Provide benefits education
- Engage in needs-based conversations
- Offer personalized recommendations
- Assist with enrollment
- Build client relationships
- Perform client follow-up
- Provide ongoing service
Benefits
- Medical reimbursement program
- Company-supported life insurance
- Renewal and residual income opportunities
- Professional development resources
- Union-supported professional representation and resources, where applicable
- Leadership development programs
- Performance recognition
- Professional conferences
- Leadership events
- Additional incentive opportunities
- Incentive trips
- Leadership conferences
- Recognition experiences
- Team events
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
