Benefits Advisor

Summary

Connect with prospective clients virtually to assess their insurance needs and recommend suitable coverage. Maintain accurate client records while developing a book of business with access to multiple carriers, leads, technology, and mentorship. This remote, independent-contractor opportunity pays commission based on the business you produce.

Responsibilities

• Connect with prospective clients interested in insurance solutions.
• Meet clients by phone or video to understand their insurance needs.
• Conduct needs-based conversations and recommend appropriate coverage.
• Maintain organized and accurate client records.
• Build relationships and develop a sustainable book of business.
• Participate in mentorship, training, and team development.

Required Skills

• Insurance needs assessment
• Insurance product recommendations
• Life insurance sales
• Client relationship management
• Prospecting and lead follow-up
• Sales presentations
• CRM technology
• Client recordkeeping
• Written communication
• Verbal communication

Job Description

Connect with prospective clients virtually to assess their insurance needs and recommend suitable coverage. Maintain accurate client records while developing a book of business with access to multiple carriers, leads, technology, and mentorship. This remote, independent-contractor opportunity pays commission based on the business you produce.

Responsibilities

• Connect with prospective clients interested in insurance solutions.
• Meet clients by phone or video to understand their insurance needs.
• Conduct needs-based conversations and recommend appropriate coverage.
• Maintain organized and accurate client records.
• Build relationships and develop a sustainable book of business.
• Participate in mentorship, training, and team development.

Required Skills

• Insurance needs assessment
• Insurance product recommendations
• Life insurance sales
• Client relationship management
• Prospecting and lead follow-up
• Sales presentations
• CRM technology
• Client recordkeeping
• Written communication
• Verbal communication