Note: The job is a remote job and is open to candidates in USA. Boatman Agency is a nationwide insurance brokerage helping clients understand their coverage options while providing advisors with training, mentorship, proven systems, and opportunities for long-term growth. The Benefits Consultant will connect with clients, conduct virtual consultations, and educate them on insurance options while maintaining accurate records and collaborating with teammates.

Responsibilities

• Connect with individuals who requested insurance information
• Conduct virtual consultations by phone or Zoom
• Educate clients on coverage options and answer questions
• Recommend solutions based on client needs and goals
• Maintain accurate CRM records and follow-up activities
• Collaborate with teammates to deliver an outstanding client experience
• Participate in coaching, training, and team meetings
• Stay current with licensing and compliance requirements

Skills

• Sales, customer service, or other client-facing experience is helpful
• Comfortable working remotely and using technology
• Organized, dependable, and self-motivated
• Excellent communication and relationship-building skills
• Life & Health license preferred or willingness to obtain one

Benefits

• Flexible schedule
• Structured onboarding
• Ongoing mentorship
• Performance bonuses
• Recognition programs
• Discounted health and life insurance options
• Career advancement opportunities

Company Overview