Virtual sales consultant

About the Opportunity
A fast-scaling fintech startup operating in the U.S. benefits and insurance ecosystem, we empower individuals and families to navigate complex health, dental, vision, and supplemental benefits using AI-driven advisory tools — all delivered through a seamless virtual sales experience. We’re building the next generation of customer-first digital insurance advisors, combining conversational AI, CRM automation, and human-guided consultative selling to simplify access to critical coverage.

Role & Responsibilities

• Conduct virtual consultations via video, phone, or chat to assess client needs and recommend personalized benefit plans (health, dental, vision, life, supplemental).
• Guide prospects through plan comparisons, enrollment workflows, and eligibility verification using our digital benefits platform.
• Build trust and rapport with clients by acting as a benefits navigator — translating complex policy terms into simple, actionable advice.
• Hit monthly sales targets by managing a high-volume pipeline of inbound/outbound leads via CRM (Salesforce/HubSpot).
• Collaborate with underwriting and compliance teams to ensure accurate policy placements and regulatory adherence.
• Provide post-sale support to ensure client retention, upsell opportunities, and seamless onboarding.

Skills & Qualifications

• Must-Have
• Salesforce
• Zoom / Microsoft Teams
• Health Insurance Licensing (state-specific)
• Benefits advising
• CRM pipeline management
• Virtual selling
• Client onboarding
• Compliance documentation
• Preferred
• Experience with Medicare Advantage or ACA plans
• Knowledge of ACA Marketplace portals
• AI chatbot-assisted selling platforms

Benefits & Culture Highlights

• 100% remote work with flexible hours — designed for work-life harmony.
• Uncapped commission + bonuses + performance-based incentives.
• Access to proprietary AI co-pilot tools that boost conversion and reduce admin overhead.