Benefits Representative - Remote

Overview

As a Benefits Representative, you will be responsible for advising clients on available asset protection programs, ensuring their financial well-being and that of their families.

In Short

• Facilitate benefits management for union members, associations, and clients.
• Evaluate eligibility of new clients for benefits programs.
• Assist clients in the application and account opening process.
• Clearly explain available benefits to clients based on their needs.
• Ensure quality service and resolve inquiries while maintaining high customer service standards.

Requirements

• Passion for helping others and leading teams.
• Competitive mindset with clear goals.
• Willingness to learn and be receptive to training.

Benefits

• Positive and motivating work environment.
• Opportunity for professional growth.
• Work with clients who have requested our services.