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

Key Responsibilities

• Successfully complete all required certifications to represent state-specific and national insurance carriers.
• Support early outreach efforts to new members by making outbound and outreach calls with members to introduce WTW, collect and verify member information, and set an appointment for AEP.
• 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 each Medicare eligible participant’s need.
• 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.
• Collaborate with team members and contribute to a positive, diverse call center environment.
• Adhere to all legal regulations

Requirements

• You are excited to learn new things, have strong computer skills, and are self-motivated to always improve.
• 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 the caller.
• You overcome objections with knowledge, patience, and understanding, and enjoy meeting new people by phone!

Training Requirements

• You will attend a virtual two-week training class and then perform a week of nesting with your new team.

Skill Requirements

• Active Resident State Life and Health Insurance license is required.
• 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.
• 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.
• Life/Health Insurance certification a plus.
• A High School Diploma or GED required.

Other Duties as Assigned

• During the Enrollment Season (Oct-Dec), mandatory overtime may be required.

Work from Home Requirements

• Equipment provided!
• 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.

Onboarding Expectations

• Your start date is tentative and depends on (1) successfully completing the background check and preboarding steps and (2) the availability of a spot in one of our scheduled training classes.

Our Environment

• WTW maintains a diverse working environment of dedicated associates, in an open call center layout.
• We utilize the latest in technology, and top of the line computer and telephony systems.
• We reward our associates with competitive hourly rates, monthly bonuses, team competitions, and raffles.
• We have a variety of shifts available.
• Each year we invite top performing seasonal associates to join our team on a year round basis, or invite them back for the following season.