Remote Benefits Presenter
Core
Client-facing financial services role focused on enrolling and supporting families seeking guidance on benefits via web presentations.
Role type
Client-facing benefits presenter
Builds
Enrollment and ongoing support for client benefit portfolios
Domain
Financial services
Deliverable
client delivery
Required skills
clear communication, self-discipline, process adherence, interest in benefits conversations
Responsibilities
conduct web presentations, enroll clients, support clients with benefit guidance