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

Summary: 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 Required Qualifications: - 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 Preferred Qualifications: - 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 Required Skills: Life, Health Insurance license, Needs-based sales experience Important Skills: Microsoft Office proficiency, learn new systems Nice-to-Have Skills: Patience 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