At-Home Benefits Planning Specialist

Vaughan, Ontario, Canada
Remote
Posted Oct 17, 2026
1 position

Opens an external site

Employment type: Full-time
Experience level: Entry, Junior · 0+ years
Posting language: English
Working hours: 40 hours per week

Job summary

Present benefits guidance to clients through web presentations, enroll clients who have requested guidance, and provide ongoing support. Build and maintain a continuing client portfolio.

Job details

Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal 1. Home office. Web presentations. 2. Work that matters to families. 3. Training and leaders who stay involved. 4. A schedule you can build around real life. 5. A portfolio you keep serving — not a stack of one-off calls. Requirements • Communication that is clear and human • Discipline without a supervisor in the hallway • Openness to a proven process • Interest in benefits conversations, not just “sales energy” Apply today. We outline the role on Zoom so you can decide if it is actually a fit. \n \n

What you’ll do

Present benefits guidance to clients through web presentations, enroll clients who have requested guidance, and provide ongoing support. Build and maintain a continuing client portfolio.

Requirements

Candidates should communicate clearly, work independently with discipline, and be open to following a proven process. The role calls for an interest in benefits conversations and client guidance.