Benefits Advisor

Job Description

Entry Level Manager | Blasen Capital, LLC

The Tone:
This is an Entry Level Manager role at Blasen Capital, LLC. The company specializes in financial services and risk management, providing life and supplemental benefit solutions to individuals, families, and small businesses. This position is key to the agency’s expansion and growth, allowing the firm to reach more members of associations and organizations across North America, particularly within the heavy transportation industry. The role focuses on building strong client relationships and delivering personalized financial benefit solutions, contributing directly to the firm’s mission of client service and risk management.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Remote

• Team: Works independently as part of a high-performing team
• Mission: Educate clients on tailored benefit solutions and manage their portfolios.
• Tech Stack: Zoom

What You’ll Actually Do
• Client Education: Educate clients on tailored benefit solutions specific to their needs.
• Virtual Presentations: Present benefit solutions to clients virtually using Zoom.
• Relationship Management: Develop and maintain long-term client relationships through professional engagement.
• Portfolio Oversight: Manage client portfolios with accuracy and professionalism, ensuring client needs are met.
• Team Collaboration: Work independently while contributing effectively as part of a high-performing team.

The Must-Haves
• Background: Entry-Level with a High School Diploma or GED.
• Experience: No specific prior experience is required; prior experience in finance, sales, or business is a plus.
• Skills: Strong communication skills, relationship-building skills, and self-motivation are essential. Must be legally authorized to work in the US without sponsorship.
• Bonus: Experience in finance, sales, or business.