6h ago
Client Benefits Advisor
Hartford, Connecticut
โจ $40k-$60k / yearest.
full-time Remotefinance
๐ผ 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.
๐ฏ 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
๐ Requirements
- Strong communication and interpersonal skills
- Self-motivated with ability to work independently
- Integrity and ethical conduct
- Basic computer proficiency
โจ Nice to Have
- Previous sales or customer service experience
- Insurance license or willingness to obtain
- Experience in financial services
๐ Benefits & Perks
- ๐ Work from home
- ๐ Growth opportunities
- ๐ผ Meaningful impact on families
- ๐ค Supportive team environment
- ๐ Flexible schedule
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Phone Screenยท 15 min
- 2Zoom Interviewยท 30 min
- 3Offerยท 1 week
๐ฉ 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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