Client Services Advisor

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

About the role

• Client Outreach (6–8 hrs/week): Connect with individuals who have already requested information and schedule a time to review their coverage needs.
• Preparation & Research (4–5 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.

Responsibilities

• 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)

Requirements

• 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

Qualifications

• 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)

Skills

• Strong communication skills
• Ability to build rapport and trust with clients
• Proficiency in using technology and digital tools
• Ability to manage multiple tasks and priorities

Benefits

• 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

Pay

• 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 offer financial products designed to help individuals plan for retirement or protect existing retirement accounts.
• Training is provided.

Schedule

• Flexible schedule (full-time or part-time)
• Remote work with optional in-person meetings

Benefits

• Structured onboarding and ongoing training
• Access to systems, tools, and support to help you succeed
• Performance-based income with uncapped potential

Pay

• 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 offer financial products designed to help individuals plan for retirement or protect existing retirement accounts.
• Training is provided.