As a Client Strategy Advisor you will work remotely to guide families and individuals through tailored coverage options ensuring they fully understand each solutions long-term value. This role focuses heavily on consultative discussions thoughtful discovery and relationship building. Youll handle inbound client requests schedule virtual consultations analyze needs recommend personalized plans and manage ongoing communication to ensure every client receives consistent support. Youll also maintain accurate documentation proactively follow up and operate independently while adhering to professional standards.
Requirements
Must be a U.S. citizen
Strong communication and client-service orientation
Disciplined organized and effective working autonomously
Prior leadership or sales experience is beneficial
Coachable and driven to improve continuously
Benefits
Fully remote work environment
Flexible scheduling and independent workflow management
Robust training and development program
Uncapped commission-based earnings
Opportunities to advance into leadership roles
Required Skills:
Requirements: Must be a U.S. citizen. Strong communication and people skills. Self-motivated disciplined and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus but not required (training is provided).
As a Client Strategy Advisor you will work remotely to guide families and individuals through tailored coverage options ensuring they fully understand each solutions long-term value. This role focuses heavily on consultative discussions thoughtful discovery and relationship building. Youll handle in...
As a Client Strategy Advisor you will work remotely to guide families and individuals through tailored coverage options ensuring they fully understand each solutions long-term value. This role focuses heavily on consultative discussions thoughtful discovery and relationship building. Youll handle inbound client requests schedule virtual consultations analyze needs recommend personalized plans and manage ongoing communication to ensure every client receives consistent support. Youll also maintain accurate documentation proactively follow up and operate independently while adhering to professional standards.
Requirements
Must be a U.S. citizen
Strong communication and client-service orientation
Disciplined organized and effective working autonomously
Prior leadership or sales experience is beneficial
Coachable and driven to improve continuously
Benefits
Fully remote work environment
Flexible scheduling and independent workflow management
Robust training and development program
Uncapped commission-based earnings
Opportunities to advance into leadership roles
Required Skills:
Requirements: Must be a U.S. citizen. Strong communication and people skills. Self-motivated disciplined and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus but not required (training is provided).
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