B2B Benefits Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Capable of networking and generating leads.

• Utilize lead lists to initiate contact and arrange appointments.

• Engage with potential clients in meetings.

• Conduct annual reviews with current clients.

• Required to perform phone prospecting, face-to-face prospecting, and utilize social media strategies.

• Deliver sales presentations aimed at selling insurance products.

• Assist clients with claim processes.

• Request referrals from clients.

⛳️ Requirements

• Must be open to coaching and feedback.

• Insurance license is advantageous but not mandatory.

• Must be able to pass a background check.

• Proficient in computer usage.

• Exhibit excellent customer service skills.

• Strong presentation capabilities are essential.

• Reliable transportation for meeting with potential and existing clients is required.

• Above-average analytical skills to assess the needs of prospective clients.

🏝️ Benefits

• Competitive commission structure with bonuses!

• Opportunity to build a residual income—providing a potential lifetime income.

• Regular bonus incentives available.

• Exceptional training and mentoring program led by experienced leaders.

• Access to company-provided lead lists, inbound leads, live transfer leads, and opportunities for cross-selling within our existing portfolio.

• Possibility of remote workdays after completing training and achieving performance goals.

• CRM system, continual carrier training, networking opportunities, and much more!