Transparent Financial ยท 1 month ago
Benefits Consultant
Transparent Financial is a nationally recognized, fast-growing agency dedicated to protecting families from the financial impact of unexpected illness and accidents. In this role, you will meet with local business owners to provide affordable health benefits, manage client relationships, and present benefits solutions.
Financial Services
Responsibilities
Meet with business owners & HR leaders
Present and explain benefits solutions
Manage prospects with CRM tools
Build long-term relationships with clients
Qualification
Required
Strong communication & people skills
Coachable, goal-driven, entrepreneurial mindset
Preferred
6+ months of sales or customer service experience
Benefits
Residual income + lifetime vesting
Uncapped commissions + monthly bonuses
3 company-paid trips per year
Stock opportunities & long-term wealth building
Paid classroom + field training
Flexible schedule for work-life balance
Company
Transparent Financial
we are dedicated to helping small and medium size organizations with business solutions and management support.
Funding
Current Stage
Early StageCompany data provided by crunchbase