Virtual Consultation Representative - Work From Home
Core
Client-facing virtual consultation role in financial services focused on enrolling and supporting families seeking guidance on benefits.
Role type
Virtual Consultation Representative
Builds
Client enrollment and ongoing support for benefit programs
Domain
Financial services / Benefits
Deliverable
client delivery
Required skills
clear communication, self-discipline, process adherence, interest in benefits conversations
Responsibilities
conduct web presentations, enroll clients, provide ongoing support to a portfolio of clients