Build a Business, Not Just a Résumé
About The Position
The Client Advisor works remotely as an independent, commission-based insurance advisor. The role connects with people who have requested a consultation, meets with them virtually to review life insurance options, and helps them apply for a suitable plan. Advisors use a technology-driven CRM, automated appointment scheduling, and a direct-to-consumer platform that lets clients purchase coverage online through an advisor-specific link. Advisors can also direct traffic to the platform through social media, their warm market, and other client relationships, and track application status and storefront performance through real-time dashboards. The company provides training, coaching, ongoing support, and tools for advisors. The role offers flexibility, with some advisors starting part-time and gradually moving to full-time. Advisors are accountable for their activity and results, and leadership advancement may be available. Compensation is 1099 and commission-based, with possible overrides, bonuses, residuals, incentive travel, and qualification for equity incentives or an agency contract.
Requirements
- Drive, vision for the future, and a desire to make an impact in the lives of others.
- Accountability for activity and results.
- High moral character in interactions.
- Commitment to learning the company's business systems and methods.
Responsibilities
- Connect with clients who have requested a consultation and meet with them virtually to review insurance options.
- Help clients apply for the insurance plan that best meets their needs.
- Use the direct-to-consumer platform and unique advisor link to refer clients who wish to purchase coverage online.
- Track application status and storefront performance using real-time dashboards.
- Be accountable for activity and results.
- Attend live Zoom training sessions every week.
- Lead by example and ask for help when needed.
- Commit to personal growth and development.
- Attend national company events.
- Demonstrate high moral character in every interaction.
- Learn and use the company's business systems and methods.
Benefits
- Ongoing training, coaching, and support.
- Overrides, bonuses, and residuals.
- All-expense-paid incentive travel.
- Vesting from day one.
- Potential qualification for equity incentives.
- Potential qualification for an agency contract with ownership of a permanent residual income stream.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
