1d ago

Client Benefits Specialist

Lehi, Utah

โœจ $40k-$80k / yearest.

full-time Remotefinance

๐Ÿ’ผ 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 outreach. This is a performance-based income opportunity with long-term growth potential. You'll guide clients through enrollment and build lasting relationships.

๐ŸŽฏ 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

๐Ÿ“‹ Requirements

  • Competitive and self-motivated
  • Willing to learn and follow a proven system
  • Comfortable with performance-based compensation
  • Access to reliable internet and Zoom

โœจ Nice to Have

  • Sales experience
  • Leadership aspirations
  • Insurance licensing

๐ŸŽ Benefits & Perks

  • ๐Ÿ’ป Remote work from anywhere
  • โฐ Flexible schedule (full-time or part-time)
  • ๐Ÿ“ž Pre-qualified leads - no cold calling
  • ๐Ÿ“š Step-by-step training (no experience required)
  • ๐Ÿ’ต Unlimited income potential based on performance

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Apply and schedule an overview callยท 15 min
  2. 2Interview via Zoomยท 30 min
  3. 3Training and onboardingยท 1 week

๐Ÿšฉ Heads Up

  • Performance-based income with unlimited potential claims
  • Third-party recruiter mentioned (not the actual insurance agency)
  • No explicit salary or benefits details beyond commission
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