Member Advisor | Client Benefits & Support

Accountabilities:

• • Conduct scheduled virtual and phone appointments with members and individuals seeking information about available benefits.
  • Build trusted relationships by listening carefully to member needs, answering questions clearly, and providing professional, personalized service.
  • Explain available life, accident, and supplemental health insurance options, coverage features, and benefit choices once appropriately trained and licensed.
  • Assess individual and family needs and provide needs-based guidance to help members make informed decisions.
  • Guide members through applications, enrollment, required documentation, and applicable policy or service processes.
  • Provide ongoing member support following enrollment, including applicable policy reviews, updates, questions, and follow-up.
  • Maintain accurate digital records and documentation while ensuring consistent and dependable communication.
  • Connect with qualified member opportunities and focus on scheduled consultations, benefits education, relationship building, and ongoing service rather than traditional cold prospecting.
  • Participate in virtual onboarding, product education, coaching, mentorship, workshops, and professional development programs.
  • Use Zoom, digital collaboration tools, and virtual business systems to communicate effectively with members, teammates, mentors, and leadership.
  • Develop the communication, client relationship, organization, problem-solving, and leadership skills needed for continued professional growth.

  Requirements:

  • No previous insurance experience is required; candidates from a variety of professional backgrounds are welcome.
  • Must be at least 18 years of age, physically located in the United States, and legally authorized to work in the United States.
  • Willingness and ability to obtain the appropriate state Life & Health Insurance License before performing activities requiring licensure; licensing guidance is provided.
  • Excellent verbal and written communication skills, with the ability to explain information clearly and interact professionally with a diverse range of clients.
  • Strong customer-service, active-listening, relationship-building, and problem-solving abilities.
  • Self-motivated, dependable, organized, and comfortable managing responsibilities independently in a remote environment.
  • Strong time-management and attention-to-detail skills, with reliable follow-through and personal accountability.
  • Comfortable learning new technology and using Zoom, web-based systems, and digital communication tools.
  • Coachable and receptive to feedback, with a genuine interest in continuous personal and professional development.
  • Comfortable working toward performance-based objectives and developing skills in benefits education, client service, relationship management, and consultative sales.
  • Experience in customer service, member services, client relations, healthcare, hospitality, retail, banking, financial services, administration, call centers, education, recruiting, sales, or leadership is considered transferable.
  • Must have access to a reliable computer or laptop, high-speed internet, webcam, microphone, and a quiet, professional home workspace.

  Benefits:

  • 100% remote, work-from-home environment.
  • Flexible scheduling opportunities.
  • Qualified member opportunities provided.
  • No lead purchasing required.
  • No traditional cold calling.
  • Weekly commission-based compensation.
  • Performance-based bonuses and recognition opportunities.
  • Renewal and residual income opportunities, subject to applicable requirements.
  • Comprehensive virtual onboarding and training.
  • State Life & Health Insurance licensing guidance and support.
  • One-on-one mentorship, coaching, workshops, and ongoing professional development.
  • Medical reimbursement program for qualifying representatives.
  • Company-supported life insurance and Accidental Death Benefit coverage, where applicable.
  • Leadership development programs and professional coaching.
  • Professional or union-supported resources where applicable.
  • Modern virtual technology and business resources.
  • Potential access to incentive travel, leadership conferences, professional development events, and performance recognition programs.
  • Opportunities for career progression, mentoring, training, and leadership development based on performance and demonstrated ability.
  • Compensation note: This is a commission-based independent contractor opportunity rather than an hourly or salaried position. Individual earnings vary based on activity, production, consistency, performance, and results. No specific income level is guaranteed.