[Remote] 2026 | Pre-Licensed Benefit Advisor – Work From Home (Multiple Locations)

Note: The job is a remote job and is open to candidates in USA. WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. As a Benefit Advisor, you will assist Medicare-eligible participants in selecting insurance plans that meet their needs through consultative sales and phone conversations.

Responsibilities

• Full participation in and progress through a paid exam preparation program and pass your state’s Life and Health Insurance license exam
• Successfully complete all required certifications to represent local and national insurance carriers
• Support preseason activities by handling outbound and non-sales calls while completing required certifications to become appointed for sales
• Spend approximately 80% of your scheduled shift during AEP (Oct-Dec) engaged in phone conversations with participants, while consistently meeting or exceeding established efficiency, quality, and sales performance standards
• Use a consultative sales approach to listen to and assess the participant’s insurance needs and recommend plans based on assessed needs
• Conduct eligibility and needs analysis to determine suitable plan options
• Clearly explain the costs and benefits of multiple insurance plans using an empathetic and professional communication style
• Make plan recommendations based on participants’ individual needs and assist the participant in the decision-making process
• Maintain professionalism and patience with each caller
• You will receive scheduled appointment calls along with first time callers
• Participate in outbound call campaigns designed to provide an introduction into the participants’ new relationship with our company
• Collaborate with team members and contribute to a positive, diverse call‑center environment

Skills

• Adhere to all legal regulations
• You are excited to learn new things, have strong computer skills, are self-motivated and are open to feedback for continual improvement
• You have patience and the ability to listen and recognize the needs of participants, even when they are unable to clearly articulate what is important to them
• You are able to change your communication style based on the region of the call, the client, and the medical needs of each caller
• You overcome objections with knowledge, patience, and understanding, and enjoy communicating with new people over the phone!
• Participate in a paid, 4‑week exam‑preparation program to earn your state Life and Health license
• Passing the state license exam is required to enter the Benefit Advisor Training program
• Ability to understand and comply with all agent appointment and carrier certification requirements necessary to represent local and national insurance carriers
• Ability to work autonomously in a self-paced, self-motivated team environment
• Ability to communicate professionally and courteously
• Ability to read, analyze, and interpret insurance documents, detailed correspondence, procedure manuals, insurance applications, and policies
• High School Diploma or GED required
• During the Enrollment Season (Oct-Dec), mandatory overtime may be required
• All applicants must have a dedicated, confidential, distraction‑free workspace
• The applicant will secure and be responsible for paying their own internet expenses to include the following requirements: Minimum download speed: 100 Mbps, Minimum upload speed: 10 Mbps, A Wired Ethernet connection that meets upload and download speed requirements as noted above
• A personal smart phone or other device capable of downloading authentication apps for secure VPN access
• The ability to work assigned shift times, including scheduled breaks and lunches
• Experience using Microsoft Office is preferred, with ability to multi-task between multiple screens and windows all while answering questions on the phone
• Ability to learn new proprietary computer systems
• Experience in a needs-based sales role, preferred
• Life/Health Insurance certification a plus

Benefits

• Significant incentive earning potential during the Medicare Annual Enrollment Period (Oct-Dec)
• Monthly bonuses & incentives with our top BAs making $2,000+
• Paid exam preparation program
• Study materials, scheduling, and exam fees are covered by WTW
• Competitive hourly rates
• Team competitions, and raffles

Company Overview