This role is focused on connecting with clients through virtual appointments, identifying their needs, explaining available programs, and guiding them through a simple decision-making process.
What This Role Involves
You will spend your day speaking with individuals and families who are looking for information about coverage and benefit options. Your goal is to provide a professional experience, build trust, answer questions, and help each client choose the option that best fits their needs.
Day-to-Day Duties
Speak with clients through phone and video appointments
Present available benefit options in a clear and professional way
Ask questions to understand each client’s needs
Provide guidance based on the client’s situation
Follow up with clients after appointments
Help complete online forms and documentation
Keep client records organized and accurate
Participate in training, coaching, and team meetings
Work toward personal and team performance goals
What You Can Expect
Fully remote work environment
Structured training and support
Weekly compensation with bonus opportunities
Flexible schedule options
Mentorship from experienced leaders
Career growth and advancement opportunities
Leadership development for top performers
Supportive team culture
Who This Is Best For
This opportunity is a good fit for someone who is confident speaking with people, enjoys a sales-focused environment, and wants to grow in a long-term remote career.
Ideal qualities include:
Strong communication skills
Self-motivated and goal-oriented mindset
Professional and positive attitude
Ability to build trust with clients
Strong organization and follow-up skills
Comfortable using online tools and video meetings
Ability to work independently from home
This role is ideal for someone looking to build a remote career in client sales while helping individuals and families make informed decisions about their benefit options.