6h ago
Client Benefits Advisor
West Jordan, Utah
โจ $35k-$55k / yearest.
full-timejunior Remotefinance
๐ผ About This Role
You'll help families secure financial futures through a remote financial services role. You'll work with a dedicated team to provide peace of mind to clients. This opportunity offers work-from-home flexibility and growth potential.
๐ฏ What You'll Do
- Consult with clients to assess financial protection needs
- Recommend suitable insurance products and services
- Maintain client records and follow up on policies
- Collaborate with team to meet sales targets
๐ Requirements
- Strong communication and interpersonal skills
- Ability to work independently and remotely
- Integrity and ethical conduct in professional dealings
โจ Nice to Have
- Experience in sales or customer service
- Knowledge of financial services or insurance
๐ Benefits & Perks
- ๐ Work from home with flexible schedule
- ๐ Opportunity for growth and advancement
- ๐ค Make a difference helping families
- ๐ผ Supportive team environment
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Online Applicationยท 15 min
- 2Phone Screenยท 30 min
- 3Video Interviewยท 45 min
๐ฉ Heads Up
- Vague job duties beyond sales
- Third-party recruiter without clear client
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