Financial Protection Advisor

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Protection Advisor based in the United States.

The Financial Protection Advisor is a fully remote opportunity for compassionate, motivated professionals who want to build a meaningful career while helping individuals and families plan for greater financial security. You’ll serve as a trusted resource by educating clients about supplemental benefit and financial protection programs. The role combines client education, relationship management, enrollment support, and ongoing service in a virtual environment. You’ll receive structured onboarding, mentorship, coaching, and continuous professional development to help you succeed. Career advancement is performance-driven, with opportunities to progress into leadership and management roles over time. The position is well suited to individuals who value integrity, service, communication, accountability, and continuous learning. With remote flexibility and performance-based earning opportunities, this role offers a path to professional growth while making a positive difference for the people you serve.

Accountabilities: Meet virtually with clients through Zoom and other online communication platforms to understand their needs and provide professional support.

Educate individuals and families about available supplemental benefit and financial protection programs.

Explain coverage options clearly and help clients make informed decisions based on their circumstances and needs.

Guide clients through applications, enrollment documentation, and related processes.

Build and maintain long-term client relationships through professionalism, empathy, integrity, and consistent communication.

Provide ongoing client support and timely follow-up throughout the customer relationship.

Maintain accurate client records, applications, and supporting documentation.

Communicate clearly and professionally while handling client questions and concerns.

Participate in ongoing training, coaching, mentorship, and leadership development programs.

Continuously strengthen product knowledge, communication skills, organization, and client-service capabilities.

Collaborate effectively with remote teammates while maintaining ownership of individual responsibilities and client outcomes.

Requirements

Must be at least 18 years of age.

Must be legally authorized to work in the United States and reside in the United States.

Previous experience in customer service, healthcare, education, retail, hospitality, financial services, or sales is helpful but not required.

Genuine interest in helping individuals and families understand their options and make informed decisions.

Strong communication and interpersonal skills, with the ability to establish trust and explain information clearly.

Professional, honest, and integrity-driven approach to client interactions.

Strong self-motivation, accountability, organization, and time-management skills.

Positive attitude and willingness to learn new products, processes, and professional skills.

Ability to work independently in a remote environment while contributing effectively to a collaborative team.

Strong follow-through and attention to detail when managing client information and documentation.

Access to a computer or laptop and a reliable high-speed internet connection.

Webcam and microphone capabilities for virtual client meetings, training, and communication.

A quiet, professional workspace suitable for remote client interactions.

Comfortable using Zoom and other virtual communication and collaboration tools.

Benefits

100% remote work environment for eligible U.S.-based professionals.

Flexible work-from-home arrangement designed to support work-life balance.

Structured onboarding, live coaching, ongoing training, and mentorship.

Performance-based promotion opportunities with potential progression into leadership and management roles.

Weekly compensation with additional performance-based bonus opportunities.

Medical reimbursement program for eligible representatives.

Company-provided life insurance.

Leadership development and professional growth opportunities.

Company-sponsored recognition programs and performance incentives.

Access to virtual tools and technology designed to support remote client service.

Supportive, service-oriented team environment.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1