1d ago
Client Benefits Specialist
Lehi, Utah
โจ $40k-$80k / 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 outreach. This is a performance-based income opportunity with long-term growth potential. You'll guide clients through enrollment and build lasting 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
- Willing to learn and follow a proven system
- Comfortable with performance-based compensation
- Access to reliable internet and Zoom
โจ Nice to Have
- Sales experience
- Leadership aspirations
- Insurance licensing
๐ Benefits & Perks
- ๐ป Remote work from anywhere
- โฐ Flexible schedule (full-time or part-time)
- ๐ Pre-qualified leads - no cold calling
- ๐ Step-by-step training (no experience required)
- ๐ต Unlimited income potential based on performance
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Apply and schedule an overview callยท 15 min
- 2Interview via Zoomยท 30 min
- 3Training and onboardingยท 1 week
๐ฉ 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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