Overview
We are seeking a Licensed Benefits Agent to help individuals review life and health benefit options designed to protect income, support families, and plan for long-term financial security. In this remote role, you will meet virtually with individuals exploring coverage, explain available solutions, answer questions, and guide clients through selecting and enrolling in coverage that fits their needs.
This is a salaried internal position supported by training, technology, and leadership guidance so you can focus on client conversations and building long-term relationships.
What You'll Do
Meet with individuals through scheduled virtual appointments to review life and health benefit options
Explain how coverage solutions work so clients can confidently evaluate their choices
Help clients compare plans based on their goals, priorities, and budget
Guide individuals through applications and policy approval steps
Maintain accurate client records and follow-up communication
Provide ongoing client support, including policy reviews and updates as needs change
What We're Looking For
Active Life & Health Insurance License required in your state of residence
Experience in insurance, financial services, advising, or sales preferred
Strong communication and relationship-building abilities
Organized and comfortable managing multiple client conversations
Self-motivated and able to work independently in a remote environment
Comfortable using video meetings and CRM systems
What's Offered
Base salary plus performance incentives
Paid training and continuing education
Technology and leadership guidance to support your success
Remote work flexibility
Opportunities for growth and advancement