Work Location: 100% Remote 

Benefits  

• Casual dress  
• Company events  
• Flexible schedule  
• Work from home  

Job Types: Flexible 

Expected hours: No less than 8 per week  

Flexible Language Requirement:  

• French not required  
• Spanish not required 

Supplemental pay types:  

• Bonus pay  
• Commission pay  

  
Description: 

Experience in our industry is not required as we have industry-leading training and support to provide you with the tools to be successful and achieve your professional and personal goals. And, in 2020, we transitioned to 100% virtual. Step into greatness as the guardian of families’ financial destinies. Through personalized benefits solutions, you’ll be the architect of their secure tomorrow. In this role, you can expect to:

• Converse virtually with clients, weaving financial strategies that empower them.
• Be the maestro of benefits wisdom, crafting informed decisions.
• Cultivate client bonds that stand the test of time.
• Ride the crest of industry trends, fortifying your knowledge.
• Work alongside a dynamic remote team, where collaboration is the heartbeat of success.

Benefit Representatives assist families in identifying the most suitable company programs. This role is entirely remote, conducted via phone and platforms like Zoom. While this is a virtual position, local offices may be accessible based on your location.  

Why join us? One word: CULTURE. Think Instagram giveaways, Zoom socials, and creatively engaging virtual events. Our vibrant workplace environment earned us a spot on Forbes' "Top 25 Happiest Places to Work" list. Please apply now to experience it firsthand.  

Responsibilities:  

• Establish support with customer accounts by fostering transparent and engaging communication  
• Arrange and participate in virtual meetings utilizing Zoom and similar platforms  
• Monitor, detect, and address account-level risks while identifying opportunities for upselling  
• Coordinate product and customer strategies, ensuring timely customer renewals  
• Educate families on various benefit programs, facilitate enrollment for new clients, and initiate new account setups  
• Manage and prioritize each customer within your portfolio  

  Qualifications:  

• Genuine dedication to assisting others  
• Demonstrated capacity to contribute effectively within a team  
• Exceptional communication and interpersonal abilities  
• Self-driven collaborator adept at managing multiple tasks  
• Competence with computers and familiarity with Zoom (preferred but not mandatory)  
• Aptitude for establishing and nurturing strong client relationships  
• Must hold citizenship, work status, residency, or citizenship in the US or Canada  

Our hiring managers are diligently reviewing all submitted applications. Kindly submit your most recent resume (if available) and anticipate communication via text, phone call, or email from one of our hiring managers.