4h ago

Client Benefits Advisor

San Diego, California

~$45,000-$60,000 / yearest.

G
RemoteInsurance

πŸ’Ό About This Role

You'll conduct virtual consultations and assess clients' needs as part of a tech-driven organization. Your core impact will be building lasting client relationships through consistent check-ins. This role stands out with no cold calling and a qualified lead program.

🎯 What You'll Do

  • Conduct virtual consultations with clients.
  • Assess clients’ needs and impart knowledge on solutions.
  • Cultivate lasting client relationships through periodic check-ins.
  • Complete related administrative tasks like note taking and appointment setting.

πŸ“‹ Requirements

  • Hold characteristics such as passionate, competitive, motivated, dependable, hardworking, adaptable, flexible, and coachable.

🎁 Benefits & Perks

  • πŸ“ž No cold calling
  • πŸ“‹ Qualified lead program
  • πŸ“ˆ Advancement based on performance
  • πŸ’° Weekly pay
  • 🏠 Work from home

πŸ“¨ Hiring Process

All interviews will be conducted via Zoom video conferencing.

🚩 Heads Up

  • Role seems to be a sales position with ambiguous title and vague requirements.
  • Third-party recruiter not an insurance agency, could be a multi-level marketing scheme.
  • Requirements list soft skills only, no hard dealbreakers.
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