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2026 | Pre-Licensed Benefit Advisor – Work From Home (Multiple Locations) jobs in United States
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WTW · 18 hours ago

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

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 nationwide in selecting insurance plans that meet their needs through consultative sales and phone conversations.
ConsultingHealthcareProperty & Casualty InsuranceInformation TechnologyInsuranceMedicalService Industry
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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

Qualification

Life/Health Insurance certificationNeeds-based sales experienceMicrosoft Office proficiencyUnderstanding insurance documentsLearn new systemsProfessional communicationPatienceSelf-motivation

Required

Ability to understand and comply with all agent appointment and carrier certification requirements necessary to represent local and national insurance carriers
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
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

Experience in a needs-based sales role, preferred
Life/Health Insurance certification a plus

Benefits

Significant incentive earning potential during the Medicare Annual Enrollment Period (Oct-Dec)
Monthly bonuses & incentives with our top BAs making $2,000+
Robust WTW compensation and benefits package
Paid exam preparation program
Study materials, scheduling, and exam fees are covered by WTW
Equipment provided
Competitive hourly rates
Monthly bonuses
Team competitions
Raffles

Company

WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.

Funding

Current Stage
Public Company
Total Funding
$1.75B
Key Investors
Elliott Management Corp.,Starboard Value
2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity

Leadership Team

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Andrew Krasner
Chief Financial Officer
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Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
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Company data provided by crunchbase