WFH Client Enrollment Specialist

📋 Description

• • Own the full client journey from first Zoom handshake to completed enrollment. You will schedule and conduct 6–8 virtual consultations daily, guiding union members, credit-union clients, and veterans through supplemental benefit packages that protect their families’ financial futures. Every conversation is consultative, not transactional—you listen first, then tailor solutions that fit each household’s unique needs.
• • Master a tech-forward, 100 % remote workflow. We provide a cloud-based CRM, Zoom Pro, and a library of digital presentation decks; you bring the discipline to manage your calendar, update records in real time, and maintain a 24-hour follow-up cadence. Expect to close 60–70 % of your consultations within the first week of contact while logging accurate, audit-ready notes for compliance.
• • Turn warm, pre-qualified leads into long-term relationships. Our marketing engine delivers 30–40 vetted appointments weekly—no cold calling, no door knocking. Your job is to build trust quickly on camera, uncover life-event triggers, and translate complex policy language into plain English so clients feel confident enrolling.
• • Participate in daily mentorship huddles and weekly skill labs. New hires complete a 10-day virtual academy covering product knowledge, objection handling, and Zoom selling best practices. After onboarding, you’ll join a squad led by a six-figure mentor who reviews calls, role-plays renewals, and sets monthly stretch goals tied to equity bonuses.
• • Contribute to a 70-year mission of protecting working families. Every policy you place adds a layer of financial security for teachers, first responders, and veterans. You’ll see the impact in thank-you emails, client referrals, and renewal income that can fund your own long-term goals.
• • Collaborate cross-functionally with licensing, underwriting, and client-care teams. When a case needs a quick policy revision or an expedited approval, you’ll escalate through Slack channels and track resolution in Salesforce so the client experience stays seamless.
• • Hit and exceed production benchmarks. First-year specialists typically write $30–40 K in annualized premium within 90 days. Top performers who maintain $50 K+ for two consecutive quarters are invited to the Leadership Accelerator, a fast-track program that preps you to hire and train your own pod within 12 months.
• • Embrace flexible scheduling that fits your life. Whether you’re an early bird who books 8 a.m. consultations or a night owl serving West-Coast clients after 6 p.m., you control your calendar as long as you meet weekly KPIs and attend mandatory team syncs.
• • Leverage vested renewals for compounding income. Policies renew annually, and you earn overrides for the lifetime of each account—creating a passive revenue stream that can double your base compensation by year three.
• • Champion a people-first culture rooted in integrity. We celebrate wins on daily Zoom huddles, spotlight client success stories in our #wins channel, and close every week with a virtual happy hour where teammates swap tips on work-from-home ergonomics and closing techniques.