Client Services Advisor
About The Position
A commission-only sales role with a financial services organization that helps families understand financial risks, protect household income, and choose coverage that fits their needs and budget. The advisor connects with individuals who have requested information, reviews their circumstances, prepares personalized coverage options, and guides them through coverage discussions and applications. Meetings may be held virtually or in person, at the advisor’s choice. The role includes approximately 6–8 hours per week of client outreach, 4–5 hours of preparation and research, client meetings two days per week, and approximately 2 hours of light administration. Training, onboarding, systems, tools, and ongoing support are provided. The schedule may be full-time or part-time, and the role offers remote work with optional in-person meetings. Compensation is commission-only and performance-based, with uncapped potential; the posting states that average commission on a mortgage protection product is approximately $600 per family. A full-time agent is expected to sell 5 to 10 mortgage protection plans per week, but results are not guaranteed and are not necessarily typical. Additional financial products are offered for retirement planning and protecting existing retirement accounts.
Requirements
- Be coachable and willing to learn.
- Be self-motivated and goal-oriented.
- Be comfortable working independently.
- Be interested in flexibility and performance-based income.
Responsibilities
- Connect with individuals who have requested information and schedule a time to review their coverage needs.
- Review client information and prepare personalized coverage options based on clients’ financial situations.
- Meet with clients virtually or in person to explain options and help them apply for coverage.
- Follow up on applications and communicate with insurance carriers as needed.
- Guide client conversations, present options clearly, and support clients through the application process.
Benefits
- Flexible schedule, with full-time or part-time availability.
- Remote work with optional in-person meetings.
- Structured onboarding and ongoing training.
- Access to systems, tools, and support.
- Performance-based income with uncapped potential.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
