Virtual Family Care Benefits Consultant

Become a Virtual Family Care Benefits Consultant and support clients from home. Assess needs and teach options while building lasting relationships in a fulfilling consultative role.

In this virtual consultant position, you'll assess client needs and guide them through available options. Your responsibilities include administrative tasks such as note-taking, handling appointments, and maintaining CRM hygiene. Enjoy the benefits of a qualified-interest pipeline and performance-based advancement opportunities while leveraging current technology.

Key Responsibilities:

• Assess client needs through virtual consultations

• Teach and present options based on assessments

• Maintain thorough notes and CRM documentation

• Schedule appointments and follow up with clients

• Utilize current tech stack for efficient operations

Requirements:

• No prior cold calling experience required

• Must be driven, trainable, and dependable

• Comfortable competing in a virtual environment

• Must be comfortable on camera for Zoom interviews

• Full training will be provided

Elevate your career while helping families navigate their care benefits in a virtual setting.