Momentum3 – Benefits Consultant / Insurance Education Presenter (1099)
Type: 1099 Independent Consultant
Schedule: Flexible; most opportunities occur during standard business hours
Peak Season: September–December (Open Enrollment)
Travel: Local or regional travel may be required
Languages: English required; Spanish/Creole/Vietnamese highly preferred
About the Role
Momentum3 partners with national carriers and employers to deliver clear, engaging employee benefits education. As a Benefits Consultant, you will support onsite and virtual meetings during Open Enrollment and throughout the year. This is a part‑time, 1099 consulting opportunity ideal for professionals seeking supplemental income rather than full‑time work.
Consultants have full control over their schedules — you choose which meetings you want to support based on your availability, location, and interest. Some consultants prefer to take only a handful of meetings each year, while others support 50+ meetings annually, and many fall somewhere in between. This flexible model allows you to tailor your involvement to your lifestyle, travel preferences, and seasonal workload.
Your primary role is to educate employees or retirees on their benefit options, answer high‑level questions, and represent Momentum3 with professionalism. This position is strictly educational; there is no selling involved. We are especially interested in consultants with experience presenting UnitedHealthcare (UHC) plans or other major carrier offerings, as well as those who are comfortable adapting to various audiences and presentation formats.
What You'll Do
- Deliver on-site or virtual presentations explaining employer benefit programs
- Conduct benefits fairs, group meetings, and Q&A sessions
- Coordinate with Momentum3 and client contacts to prepare meeting materials
- Complete necessary carrier/plan trainings prior to presenting
- Maintain professionalism as a representative of Momentum3 and our clients
- Travel locally or regionally as assigned (mileage or travel reimbursement may apply)
Required Experience & Skills
- 5+ years working with employee or retiree benefits (health, retirement, or ancillary)
- Experience presenting to small or mid-sized groups
- Familiarity with major carriers; UHC knowledge strongly preferred
- Strong communication and education skills
- Ability to establish rapport with client contacts and adapt to different audiences
- Comfortable coordinating presentations, reviewing plan materials, and preparing independently
- Bilingual in Spanish, Creole, or Vietnamese highly preferred
- Ability to lift up to 20 lbs. of materials when needed
Licensing & Credential Requirements
- Active Health/Accident/Sickness license required if supporting Group Retiree / Medicare meetings
- Willingness to complete required client certifications (e.g., UHC training modules)
- Availability Expectations
- Flexibility during business hours
- Willingness to accept assignments during peak seasons
- Reliable transportation and ability to travel to meeting locations
Why Work With Momentum3
- Flexible workload — take assignments based on your schedule
- A modern, streamlined portal designed specifically for consultants—making meeting selection, communication, and preparation simple and efficient.
- Competitive compensation per meeting
- Opportunities to support nationally recognized carriers
- Meaningful work that helps employees better understand their benefits
Pay: From $225.00 per day
Application Question(s):
- Do you have experience presenting information to groups or leading meetings?
- Do you have experience working in HR, benefits, insurance or customer-facing roles?
- Are you comfortable working independently while representing a company onsite?
Experience:
- Benefits Consulting: 4 years (Preferred)
Work Location: On the road
