Client Advisor - Insurance Technology - Remote

Overview

As a Client Advisor, you will leverage technology and a data-driven approach to connect with clients seeking life insurance, providing them with tailored solutions and support.

In Short

• Transforming the life insurance industry with technology.
• Access to a technology-driven CRM for client interactions.
• Work remotely and set virtual appointments with clients.
• Receive ongoing training and support from expert teams.
• Earn commissions and bonuses based on client enrollments.
• Opportunity for rapid advancement into leadership roles.
• Participate in live training sessions weekly.
• Be accountable for your activity and results.
• Leverage a Direct-to-Consumer platform for additional income.
• Join a company valued at over $3 billion.

Requirements

• Experience in sales or customer service preferred.
• Strong communication skills and a desire to help clients.
• Ability to work independently and manage time effectively.
• Willingness to learn and adapt to new technologies.
• Commitment to personal growth and development.
• High moral character and professional integrity.
• Ability to attend national company events.
• Familiarity with digital marketing and social media is a plus.
• Must be comfortable conducting virtual meetings.
• Motivated by results and client satisfaction.

Benefits

• Competitive compensation structure with commissions.
• Equity incentives and potential for agency contracts.
• All-expense-paid incentive travel opportunities.
• Access to leading-edge systems and technology.
• Supportive team environment with ongoing coaching.
• Flexibility of working from home.
• Opportunity to make a significant impact in clients' lives.
• Comprehensive training programs.
• Access to real-time performance dashboards.
• Ability to earn income around the clock through various channels.