A
Posted 5 days ago
100% Remote Benefits Navigator
Santa FeRemote
AI Summary
Coordinates benefits enrollment and client support for a financial services team, working remotely to guide clients through benefits conversations and maintain ongoing service relationships.
About this role
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.
The deal
1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving — not a stack of 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”
Apply today. We outline the role on Zoom so you can decide if it is actually a fit.
Skills
Benefits AdministrationClient EnrollmentClient Relationship ManagementCommunication SkillsFinancial ServicesProcess AdherenceRemote Collaboration ToolsWeb Presentations
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- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.