Benefits Advisor

Role: Virtual insurance sales representative focused on connecting with prospective clients, identifying insurance needs, and recommending appropriate coverage.
Key Responsibilities
Conduct virtual consultations to assess clients’ insurance needs.
Recommend suitable coverage options using access to multiple carriers.
Develop and grow a book of business through lead generation and client outreach.
Maintain accurate, up-to-date client records and documentation.
Leverage provided technology and mentorship to improve client outcomes and effectiveness.
Qualifications & Skills
Strong communication and client-interaction skills.
Ability to evaluate needs and match clients with appropriate coverage.
Detail-oriented with reliable recordkeeping practices.
Motivated, independent work style with a focus on business growth.
Comfort working with multiple carriers, tools, and ongoing coaching.

Skills
Lead Generation, Documentation

Work arrangement
Yes