Licensed Senior Benefits Consultant (Inbound Leads)
WFA Digital Insight
The demand for skilled insurance professionals grew significantly in 2025, with a 25% increase in remote job postings. WiseChoice Senior Advisor stands out in this market with its transparent commission structure and agent-first culture. To succeed in this role, candidates need strong digital skills, a track record of high conversion rates, and the ability to work independently. With the insurance industry expected to continue its shift towards remote work, this role offers a unique opportunity for professionals to take their careers to the next level. According to industry reports, the US insurance market is projected to reach
Job Description
About the Role
As a Licensed Senior Benefits Consultant at WiseChoice Senior Advisor, you will play a crucial role in guiding consumers through their health and financial protection options. You will specialize in selling hospital indemnity and dental products, capitalizing on inbound lead flow, and cross-selling Medicare Advantage and Final Expense opportunities. This role is ideal for professionals who thrive in high-intent conversations and are motivated by maximizing every opportunity.The WiseChoice team is committed to providing a transparent and supportive environment for its agents. With a focus on performance and partnership, the company offers a unique culture that values freedom and accountability. As a remote employee, you will have the flexibility to control your schedule and work at your own pace.
WiseChoice Senior Advisor is a fast-growing insure-tech startup that has already made a significant impact in the industry. Founded in 2024, the company has quickly expanded its team and is now looking for talented professionals to join its ranks.
What You Will Do
- Handle 100% inbound, high-intent leads and educate consumers on hospital indemnity and dental coverage
- Identify coverage gaps and position ancillary products as financial protection solutions
- Cross-sell Medicare Advantage and Final Expense opportunities when appropriate
- Build trust quickly through consultative conversations and needs analysis
- Accurately document and submit applications using WiseChoice systems
- Stay compliant with all carrier and CMS guidelines
- Maximize each call by increasing average revenue per lead (ARPL)
- Work closely with the WiseChoice team to continuously improve sales strategies and techniques
- Participate in regular training sessions to stay up-to-date with industry developments and product knowledge
What We Are Looking For
- 12+ months of insurance sales experience (ancillary, life, health, or Medicare preferred)
- Strong closer with a track record of high conversion rates on inbound leads
- Comfortable cross-selling multiple products in a single call
- Entrepreneurial mindset with a focus on maximizing earnings per opportunity
- Competitive, self-driven, and resilient in overcoming objections
- Active Health and/or Life Insurance License (or ability to obtain quickly)
- Ability to secure carrier appointments (UNL experience is a plus)
- Strong communication and interpersonal skills
- Ability to work independently in a remote environment
Nice to Have
- Experience with CRM software and automation tools
- Knowledge of the insurance industry and its regulations
- Familiarity with Medicare Advantage and Final Expense products
- Previous experience in a similar role or industry
Benefits and Perks
- High commission payouts per policy sold (HI + Dental)
- Residual income opportunities on ancillary products
- Cross-sell earning potential (Medicare Advantage + Final Expense)
- Paid up to $300 per Medicare policy submitted
- Ability to cross-sell ancillary products like Dental Vision & Hearing (DVH), Cancer, and Hospital Indemnity (HI) that pay residual income
- Flexible working hours and remote work environment
- Ongoing training and support to help you succeed in your role
- Opportunity to work with a fast-growing and innovative company
- Access to the latest technology and tools to help you manage your workload efficiently
How to Stand Out
- Make sure you have a strong understanding of the insurance industry and its regulations before applying.
- Highlight your experience with inbound lead handling and cross-selling multiple products in your application.
- Be prepared to discuss your track record of high conversion rates and how you plan to maximize earnings per opportunity.
- Ensure you have the necessary equipment and software to work efficiently in a remote environment.
- Research the company culture and values to understand whether you would be a good fit for the team.
- Prepare examples of how you have built trust with clients and overcome objections in previous roles.
- Consider reaching out to current or former employees to gain insights into the company culture and what to expect in the role.
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