Remote Benefits Advisor
Remote
Core
Client-facing, fully remote financial services role focused on enrolling and supporting families seeking guidance on benefits.
Role type
Client-facing benefits advisor
Builds
Enrollment and ongoing support for client benefit portfolios
Domain
Financial services
Deliverable
client delivery
Required skills
clear communication, self-discipline, openness to process, interest in benefits conversations
Responsibilities
enroll clients, support clients who asked for guidance, serve existing client portfolios