Work from home as a Client Benefits Associate, meeting with families through warm leads and explaining benefits in plain language.
This position centers on learning a system and building a book through scheduled web-conference meetings. You will meet with families, provide clear explanations, follow up, take notes, and manage scheduling. Full-time and part-time options are included, with written training and live coaching available.
Key Responsibilities:
- Meet with families through warm leads
- Explain benefits using plain language
- Learn and apply the provided system
- Follow up with families after meetings
- Take notes and manage scheduling
Requirements:
- Availability for web-conference meetings from home
- Willingness to learn a system
- Ability to explain information plainly
- Readiness to build a book
- Availability for Zoom interviews only
Build a book from home through warm-lead meetings, clear benefit explanations, follow-up, notes, and scheduling.
Work From Home Benefits Associate in Moncton employer: AO Garcia Agency
At Lever, Inc., we pride ourselves on being an exceptional employer that values flexibility and personal growth. Our remote Client Solutions Specialist role allows you to create a work schedule that fits your life while making a significant impact on families through our supportive financial services. With a strong emphasis on mentorship, training, and the opportunity to build lasting client relationships, you'll thrive in a collaborative culture that prioritizes your professional development.
