Benefits Advisor
Listed on 2026-01-05
-
Sales
Customer Success Mgr./ CSM
This commission-only position is perfect for individuals who want autonomy and control over their income. As a Benefits Advisor you’ll help families explore financial protection options through guided conversations educational needs assessments and supportive follow-through. You’ll receive mentorship access to top carriers and complete scheduling flexibility making it ideal for entrepreneurial personalities.
Responsibilities- Handle warm inquiries from interested clients
- Conduct scheduled phone / Zoom consultations
- Present solutions that align with family needs
- Support clients through application steps
- Maintain organized communication and follow-up
- Current or pending state license
- Clean background check
- Self-starter personality
- Good communication and customer service skills
- Full training and mentorship pathway
- Carrier and quoting platform access
- Optional bonuses travel & incentives (performance-based)
- 100% remote structure
Commission-only paid directly from carriers.
Required Skills :Must be a U.S. citizen. Strong communication and people skills. Self-motivated disciplined and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus but not required (training is provided).
Key SkillsSales Experience,Microsoft Office,Customer Service,Communication skills,Microsoft Outlook,Microsoft Word,Business Management,Benefits Administration,Microsoft Excel,Insurance Sales,Customer relationship management,Human Resources
Employment TypeFull Time
Experienceyears
Vacancy1
Monthly SalarySalary : 72135 - 120568
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