Remote Benefits Intake Associate

Hamilton, 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

Enroll and support clients who have requested guidance, using web presentations and a proven process. Build and maintain an ongoing portfolio of clients rather than handling only one-off calls.

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

Enroll and support clients who have requested guidance, using web presentations and a proven process. Build and maintain an ongoing portfolio of clients rather than handling only one-off calls.

Requirements

Communicate clearly and empathetically, work independently without close supervision, and be open to following an established process. Show interest in discussing benefits with clients, beyond simply having a sales-oriented attitude.