At-Home Benefits Planning Representative
Remote
Core
Inbound sales representative explaining financial protection and benefit options to clients who have already requested help.
Role type
inbound benefits planning representative
Builds
client enrollments for financial protection products
Domain
insurance / financial services
Deliverable
client delivery
Required skills
sales, client communication, product explanation, follow-up management, remote work discipline
Preferred skills
leadership potential, camera comfort
Responsibilities
take inbound requests, explain benefit options, help clients enroll, maintain follow-up rhythm