100% Remote Benefits Navigation Associate

Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. We outline the role on Zoom so you can decide if it is actually a fit.

Responsibilities

Client-facing work; Enroll and support clients who asked for guidance; Maintain a portfolio of ongoing client relationships, not one-off calls

Requirements

Communication that is clear and human; Discipline without a supervisor in the hallway; Openness to a proven process; Interest in benefits conversations, not just "sales energy"

Benefits

Home office; Work that matters to families; Training and leaders who stay involved; A schedule you can build around real life; A portfolio you keep serving