Join a dynamic team as a fully remote Benefits Coordinator in the financial services sector. Support and enroll clients seeking guidance, all from your home office.
In this client-facing role, you will work collaboratively with a growing team while receiving mentorship and essential tools to excel. Engage in meaningful advantages conversations that care for families and create schedules that accommodate your life. Your focus will be on building lasting client relationships rather than one-time calls.
Key Responsibilities:
• Conduct web presentations for client enrollments
• Provide ongoing support and guidance to clients
• Collaborate with a team and utilize provided tools
• Build a consistent portfolio of client interactions
• Maintain clear and human communication at all times
Requirements:
• Robust discipline and self-motivation in a remote setting
• Openness to following a proven process
• Interest in engaging in benefits discussions
• Ability to communicate effectively with clients
• Prior experience in financial services is a plus
Undertake an impactful role while supporting families through clear advantages guidance and skilled growth.
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