Executive Benefits Advisor - Remote

Position Overview

You'll work with established professionals and households seeking thoughtful guidance around their financial and coverage needs. These conversations are not one-size-fits-all. You'll take the time to understand the client's current situation, priorities, and existing coverage before recommending options that make sense for them.

You'll develop relationships through consultative conversations, connect with qualified leads, present recommendations, and guide clients through the decision and enrollment process. This is a commission-based opportunity for an experienced professional who is confident building trust, discussing financial needs, and leading higher-value conversations.

Training, leads, proven tools, and case support are provided. You bring the professionalism, communication skills, and drive needed to turn those opportunities into results.

Core Duties

• Develop each opportunity by connecting with qualified leads
• Conduct in-depth conversations regarding financial and coverage needs
• Identify potential gaps by reviewing existing coverage
• Present appropriate recommendations and solutions
• Confidently handle questions and objections
• Guide clients through the enrollment and decision process

Qualifications

• 2+ years of professional experience
• Demonstrated ability to influence decisions and build trust through conversation
• Strong judgment in evaluating individual client needs
• Comfortable working with financially sophisticated clients
• Private, professional home office with reliable equipment and internet
• Professional presence and polished verbal communication

What the Company Provides

• Established lead sources and qualified leads
• Comprehensive sales and product training
• Collaboration with experienced advisors and leadership
• Communication, CRM, and quoting technology
• Dedicated case support throughout the application process
• Flexible remote work environment
• Advancement opportunities for strong performers

Pay: $118,000.00 - $158,000.00 per year

Benefits:

• Flexible schedule
• Work from home

Work Location: Remote