Customer Service & Benefits Advisor – Remote Representative

The Customer Service & Benefits Advisor is a remote, commission-based representative role focused on helping working families understand life, accident, and supplemental health benefit options. Representatives meet with clients through Zoom appointments, build long-term relationships, explain available coverage, provide follow-up support, and participate in ongoing virtual training and mentorship.

This role is designed for self-motivated individuals interested in remote sales, benefits advising, client relationship management, and long-term income potential. The position is a 1099 independent contractor opportunity and requires a Life & Health Insurance License before working directly with clients.

### Key Responsibilities

* Build long-term client relationships
* Conduct virtual Zoom appointments
* Review benefit and coverage options
* Provide customer service and follow-up support
* Maintain communication with clients and families
* Participate in virtual training and mentorship
* Attend team meetings and leadership development calls
* Learn company products and services
* Collaborate with a remote team
* Support working families with financial protection options
* Develop communication, sales, and leadership skills

### Requirements

* Must be 18 years of age or older
* Life & Health Insurance License required before working with clients
* Strong communication skills
* Comfortable using computers and virtual platforms
* Self-motivated with strong work ethic
* Organized with time management skills
* Reliable internet connection
* Computer or laptop
* Webcam and microphone
* Quiet workspace

### Preferred Qualifications

* Leadership experience
* Management experience
* Sales experience
* Customer service experience
* Insurance experience
* Comfort conducting virtual presentations

### Benefits

* Remote work
* Weekly pay structure
* Performance-based bonuses
* Residual income opportunities
* Renewal income opportunities
* Health insurance reimbursement program
* Life insurance benefits
* Retirement plan opportunities
* Training and mentorship
* Leadership advancement opportunities
* Positive team culture

### Phone Level Breakdown

* Zoom client meetings: High
* Follow-up communication: High
* Sales conversations: High
* Team meetings: Moderate
* Administrative work: Moderate
* Back-office work: Low

### Best Fit For

Candidates with experience in customer service, insurance sales, benefits advising, remote sales, client relationship management, virtual appointment setting, financial services, life insurance, supplemental health benefits, and commission-based sales.