22h ago
Client Benefits Specialist
Fresno, California
โจ $40k-$60k / yearest.
full-time Remotefinance
๐ผ About This Role
You'll work directly with clients who have requested help understanding their financial protection options, using pre-qualified inbound leads with no cold calling. You'll guide them through a simple enrollment process and build long-term relationships.
๐ฏ What You'll Do
- Speak with clients who have requested information
- Help families understand available benefit options
- Guide clients through a simple enrollment process
- Build long-term relationships and client portfolios
๐ Requirements
- Competitive and self-motivated mindset
- Willingness to learn and follow a proven system
- No specific experience required
- Open to coaching and mentorship
โจ Nice to Have
- Sales experience is helpful
- Interest in leadership opportunities
๐ Benefits & Perks
- ๐ Work from home
- ๐ต Performance-based income with unlimited potential
- ๐ Step-by-step training provided
- ๐ Flexible schedule (full-time or part-time)
- ๐ฅ Ongoing mentorship and support
๐จ Hiring Process
Estimated timeline: 2-4 days ยท AI estimate
- 1Recruiter callยท 15 min
- 2Role overviewยท 30 min
- 3Decisionยท 24 hours
๐ฉ Heads Up
- Performance-based income with no guaranteed base pay
- Vague company description (third-party recruiter, not insurance agency)
- Role seems to emphasize sales and commissions without clear benefits or salary
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