Client Services Advisor

We are a fast-growing financial services organization focused on helping families protect what matters most.

We prioritize fast pay low startup costs and hands-on training so you can focus on learning the role and building income from day one.

Client Outreach (68 hrs/week)
Connect with individuals who have already requested information and schedule a time to review their coverage needs.

Preparation & Research (45 hrs/week)
Review client information and prepare personalized coverage options based on their financial situation.

Client Meetings (2 days/week)
Meet with clients virtually or in person (your choice) to walk through options and help them apply for coverage.

Light Admin (2 hrs/week)
Follow up on applications and communicate with insurance carriers as needed.

• Coachable and willing to learn
• Self-motivated and goal-oriented
• Comfortable working independently
• Looking for flexibility and performance-based income
• No prior experience required (training provided)

• Flexible schedule (full-time or part-time)
• Remote work with optional in-person meetings
• Structured onboarding and ongoing training
• Access to systems tools and support to help you succeed
• Performance-based income with uncapped potential

We work directly with families to help them:

• Understand their financial risks
• Protect their income and household
• Choose coverage that fits their needs and budget

Youll be trained to guide conversations present options clearly and support clients through the application process.

This position is a commission-only based sales position. The average commission on a mortgage protection product is approximately $600 per family you protect. Our expectation is that a full-time agent will sell 5 to 10 mortgage protection plans per addition to mortgage protection we also offer financial products designed to help individuals plan for retirement or protect existing retirement accounts. Training is provided.

No agents success earnings or production results should be viewed as typical average or expected. Not all agents achieve the same or similar results and no particular results are guaranteed. Your level of success will depend on factors including your effort ability to follow training and systems engagement with leads and client needs in your area.