6h ago

Client Benefits Advisor

Hartford, Connecticut

โœจ $40k-$60k / yearest.

full-time Remotefinance

๐Ÿ’ผ About This Role

You'll help families secure financial futures through tailored benefits solutions, working fully remotely to provide guidance and support. This role offers direct impact on clients' lives while enjoying flexible work-from-home arrangements.

๐ŸŽฏ What You'll Do

  • Advise clients on financial protection options
  • Build relationships and assess client needs
  • Process applications and follow up with clients
  • Maintain accurate records and compliance

๐Ÿ“‹ Requirements

  • Strong communication and interpersonal skills
  • Self-motivated with ability to work independently
  • Integrity and ethical conduct
  • Basic computer proficiency

โœจ Nice to Have

  • Previous sales or customer service experience
  • Insurance license or willingness to obtain
  • Experience in financial services

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Work from home
  • ๐Ÿ“ˆ Growth opportunities
  • ๐Ÿ’ผ Meaningful impact on families
  • ๐Ÿค Supportive team environment
  • ๐Ÿ•’ Flexible schedule

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Phone Screenยท 15 min
  2. 2Zoom Interviewยท 30 min
  3. 3Offerยท 1 week

๐Ÿšฉ Heads Up

  • Vague job description with no concrete responsibilities
  • Third-party recruiter with unclear client relationship
  • No mention of specific benefits or compensation details
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