Client Benefits Executive (Remote)

Role Overview

This is a consultative relationship development opportunity for an experienced professional who is comfortable having meaningful conversations around financial needs, benefits, and long-term coverage. You'll work with individuals who have already expressed interest, uncover what matters to them, assess their current situation, and present solutions that make sense for their needs.

The role requires more than simply explaining products. You'll be expected to establish credibility, ask the right questions, make thoughtful recommendations, and confidently guide prospects toward a decision.

This is a commission-based opportunity with qualified leads, established systems, product training, coaching, and ongoing team support provided. Your earning potential grows with the business you generate and the results you deliver.

Duties

• Engage with qualified leads and develop each conversation into a meaningful client opportunity
• Conduct needs-based conversations around financial goals, benefits, and coverage
• Analyze individual circumstances and identify appropriate solutions
• Present recommendations clearly and handle questions or objections with confidence
• Guide prospects through the decision and enrollment process
• Maintain a disciplined follow-up process and organized pipeline

Requirements

• 3+ years of professional business development, financial services, insurance, advisory, or related client-facing experience
• Strong consultative selling and relationship-building skills
• Comfortable discussing financial needs and making recommendations
• Confident communicator who can lead a conversation rather than simply follow a script
• Self-directed, organized, and accountable for results
• Reliable home office setup and dependable internet

What We Provide

• Qualified leads and established lead sources
• Comprehensive product and sales training
• Ongoing coaching and access to experienced team members
• CRM, quoting, and sales technology
• Case and application support
• Flexible remote work environment
• Opportunities for advancement within the team

Pay: $103,000.00 - $137,000.00 per year

Benefits:

• Flexible schedule
• Professional development assistance

Work Location: Remote