Client Enrollment Specialist – WFH Department

Position: Client Enrollment Specialist – WFH Benefits Department

About Us

Are you looking for a career that combines:

• Personal fulfillment
• Professional growth
• Flexible remote work
• The opportunity to make a real impact on families’ futures

Our company provides industry-leading supplemental financial and benefit services, helping working families across the nation protect their financial well-being.

No Experience? No Problem!

We provide:

• Full training
• Ongoing mentorship
• Virtual support systems
• Leadership development opportunities

Since 2020, our company has operated in a
100% virtual environment
, offering flexibility and a modern remote work experience.

Requirements / Responsibilities / Rewards Your Responsibilities Engage Virtually with Clients

• Meet with clients through Zoom and virtual platforms
• Understand clients’ financial and benefit needs
• Provide personalized solutions and support

Master Benefits & Financial Solutions

• Learn supplemental benefit products and services
• Educate families on available protection options
• Help clients make informed financial decisions

Build Long-Term Client Relationships

• Develop trust through strong communication
• Provide ongoing customer service and support
• Maintain professional and positive client interactions

Collaborate in a Remote Environment

• Work with a motivated virtual team
• Participate in leadership and team meetings
• Continue professional development through optional training sessions

Why Join Us? Company Recognition

• Voted #24 Happiest Company to Work For
• Rated A+ Superior by A.M. Best
• 100% Remote Since 2020

Growth Opportunities

• Rapid advancement potential
• Leadership development opportunities
• Residual income opportunities
• Unlimited earning potential

What We Offer Benefits & Perks

• Work-from-anywhere flexibility
• Full training and mentorship provided
• Weekly pay plus performance bonuses
• Residual income opportunities
• Leadership advancement opportunities
• Medical reimbursement program available after qualification requirements
• Incentive trips and leadership conferences
• Positive and supportive team culture
• Flexible scheduling after training

Day-to-Day Responsibilities Client Communication

• Respond to client inquiries
• Schedule virtual appointments
• Provide ongoing support and follow-up

Present & Explain Benefits

• Conduct Zoom presentations
• Explain insurance products and supplemental benefits clearly
• Assist clients with understanding coverage options

Complete Applications

• Guide clients through the application process
• Ensure accuracy and professionalism throughout enrollment

Ongoing Training

• Attend virtual training sessions
• Participate in leadership and development calls
• Continue growing industry knowledge and communication skills

Who We’re Looking For Ideal Candidates Are:
Passionate About Helping Others

• Motivated by making a positive impact
• Enjoy building relationships with people

Strong Communicators

• Comfortable speaking professionally with clients
• Able to explain information clearly and confidently

Goal-Oriented & Self-Motivated

• Coachable and driven to succeed
• Able to work independently in a remote environment

Adaptable Team Players

• Comfortable learning new systems and technology
• Thrive in a collaborative virtual team setting

Additional Information

• This is a 1099 independent contractor opportunity
• Compensation is commission-based with bonus and residual income opportunities
• Applicants must be 18 years of age or older
• Basic work equipment is required:
  • Computer or laptop
  • Reliable internet connection
  • Webcam and microphone
  • Quiet workspace
• A Life & Health Insurance License is required prior to working with clients

Ready to Make a Lasting Impact?

If you are looking for a career where you can:

• Grow professionally
• Work remotely
• Help families
• Build long-term income potential
• Advance into leadership opportunities

we encourage you to apply today!

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