Client Services Advisor

Job Duties

• Setting Appointments: Reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.
• Research: Digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability.
• Meeting with Families: Meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage.
• Administrative: Following up with insurance carriers to facilitate client applications through underwriting.

Qualifications

• Coachable, challenge-seeking, self-disciplined individuals with a growth mindset.

What We Do

We serve people: Every week, we sit with our clients (in person or virtually) and take a deep dive into their financial situation.

We protect our clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution that will protect their largest asset: the ability to make an income.

We grow : We are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community!

What Sets Us Apart

• Maintain a people-first mentality that starts and ends with our agents.
• Unparalleled benefits and connections within the insurance industry ensure that our agents have the resources they need to excel inside and outside of work.

Commissions as a New Agent

• 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 week.
• In addition to mortgage protection, we also have a selection of premium financial products to help people save for retirement or protect their current retirement accounts (e.g. 401k's and IRA's) from losing money in the stock market.
• We have extensive training on how these products work and how to sell them.
• In addition to uncapped commission, we have a competitive bonus structure program along with incentive trips agents/managers can qualify for based on their individual and team results.