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Benefits Representative - Work From Home

Spade Recruiting
Full-time
Remote
United States
Finance & Professional Services

We are expanding our remote team to support individuals and families seeking guidance on life and supplemental insurance coverage. This position focuses on education, client support, and long-term relationship building — not high-pressure sales.

You’ll work in a fully virtual environment, connecting with people who have requested information and helping them understand protection options that align with their needs.

Responsibilities

  • Conduct scheduled virtual consultations with clients

  • Learn about client goals and recommend appropriate coverage options

  • Clearly explain products and processes in a professional, easy-to-understand manner

  • Assist with application completion and documentation

  • Maintain accurate records and follow up with clients as needed

  • Participate in training, coaching, and team development sessions

Qualifications

  • Strong verbal and written communication skills

  • Professional demeanor and customer-focused mindset

  • Comfortable working independently in a remote setting

  • Willingness to learn industry guidelines and systems

  • Prior experience in customer service, consulting, or related fields is helpful but not required

What We Provide

  • Fully remote work setup

  • Structured onboarding and ongoing education

  • Access to established systems and operational support

  • Clear performance expectations and advancement pathways

  • Team-based culture with mentorship and leadership support

  • Recognition programs and performance incentives

  • Weekly compensation cycle

Why This Role

This is an opportunity to build a long-term career in a stable, people-focused industry while working in a professional remote environment. You’ll be supported with training, resources, and leadership to help you succeed and grow.