Benefits Concierge - Work From Home
Core
Remote financial-services role focused on speaking with warm leads, mapping their needs to protection options, and running enrollment flows.
Role type
entry-level benefits concierge
Builds
client enrollment for protection products
Domain
financial services / insurance
Deliverable
client delivery
Required skills
communication, sales, customer service, enrollment management, coaching receptiveness
Preferred skills
self-starter, performance-driven, family-oriented
Responsibilities
Speak with people who asked for information, Map needs to available protection options, Run a simple enrollment flow, Build and service a client list