Explain financial-protection options remotely while working warm leads and helping clients enroll when coverage fits their needs. Comfortable camera communication is required.
As a Benefits Education Specialist, you will take requested conversations with people seeking financial-protection information. You will explain benefit options simply, support enrollment, and maintain follow-up activity. The work includes training, coaching, and measurement on activity and results.
Key Responsibilities:
- Take requested conversations instead of calling cold lists
- Explain financial-protection benefit options in simple terms
- Help clients enroll when coverage is a fit
- Maintain a clean, consistent follow-up rhythm
- Participate in Zoom interviews
Requirements:
- Comfort working remotely
- Competitive approach to activity and results
- Coachability during training and ongoing coaching
- Comfort speaking with clients on camera
- Ability to work without constant supervision
Use warm-lead conversations, transparent benefit education, and disciplined follow-up as a remote Benefits Education Specialist.