Join the BizCoWorks Advisors Team
Become a Benefit Advisor, educating and supporting your community — with a clear pathway to becoming a fully licensed agent when you're ready.
📅 Virtual Info Session
Monday, September 28 · 7:00 PM EST
Learn about our mission, products, and opportunities — and how to partner with us as a Benefit Advisor or Agent.
Register in advance, or use Join on the day of the session · Meeting ID: 878 374 4630
Benefit Advisor vs. Licensed Agent
Every Licensed Agent journey can start as a Benefit Advisor — you already know the brand, the platform, and the clients. Becoming licensed simply expands what you're able to do.
Benefit Advisor
- Provides general Medicare & health education using approved materials
- Completes client intake, consent, and document collection
- Answers phones, schedules appointments, supports outreach events
- Owns retention & follow-up — keeps clients supported after enrollment
- Routes plan-specific questions to a licensed agent
- Paid, performance-based role with bonus & incentive opportunities
Licensed Insurance Agent
- Holds an active insurance license, E&O coverage, and carrier contracting
- Provides individualized plan recommendations & enrollment
- Owns the full client relationship, plan comparison, and production
- Access to broker dashboard, CRM, and BizCo Plus business tools
- Greater earning potential and book-of-business ownership
- Ongoing AHIP / carrier certifications as required
Good to know: Benefit Advisors educate, collect information, and schedule appointments — they don't make plan recommendations or enroll clients. All plan-specific reviews and enrollments are completed by a licensed and insured agent. No insurance license is required to start, and training is provided.
How long does each path take?
A general guide — exact timing depends on your pace and state licensing requirements.
Join as a Benefit Advisor — no license required to start.
Complete Medicare fundamentals, CRM, and role-boundary training.
Education, intake, outreach, and client retention in your community.
Pre-licensing course, state exam, E&O coverage, and carrier contracting — for BAs ready to advance.
Full plan recommendations, enrollments, and your own book of business.
Tell us you'd like to join
Tell Us You're Interested
Use our centralized inquiry form — select "Join the Team" and share a few details, and we'll follow up personally.
Submit Interest Form →
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