Greater Opportunities for Mortgage Experts - Remote | WFH

Job Overview

Join our innovative insurance technology and distribution platform as a Client Advisor. We are at the forefront of transforming the life insurance industry with our cutting-edge, paperless, and data-driven underwriting process, allowing us to issue policies in under one minute. As a global leader in digital life insurance distribution, we pride ourselves on seamlessly integrating advanced technology with a dedicated in-house marketing team to generate exclusive client requests for our advisors.

Key Responsibilities

• Work remotely while taking full accountability for your productivity and results.
• Engage with approximately 10 to 15 families each week, helping them find the right insurance solutions.
• Utilize a technology-driven CRM to connect with clients who have expressed interest in consultations.
• Participate in weekly live training sessions conducted via Zoom to enhance your skills and industry knowledge.
• Attend national company events, fostering connections with peers and industry leaders.
• Uphold high ethical standards and lead by example in every interaction.
  
  

Required Skills

• Exceptional communication and interpersonal abilities.
• Strong organizational and time management skills.
• Proficiency with technology-driven CRM systems.
• A commitment to personal growth and professional development.
• Ability to work independently while seeking guidance when necessary.
  
  

Qualifications

• Previous experience in sales or a client-facing role is preferred but not mandatory.
• A demonstrated commitment to professionalism and ethical conduct.
• A passion for making a significant impact in the lives of clients through insurance solutions.
  
  

Career Growth Opportunities

We are dedicated to your professional development, providing ongoing training and support to help you thrive. Advisors have the potential for rapid advancement into leadership roles and can seamlessly transition from part-time to full-time positions as they gain experience.

Company Culture And Values

Our culture is rooted in innovation, teamwork, and data-driven decision-making. We prioritize personal growth and foster an environment where advisors can excel while maintaining their moral integrity in all communications.

Networking And Professional Opportunities

As a part of our organization, you will have numerous opportunities to network, collaborate, and develop your skills within a supportive community of industry experts and like-minded professionals.

Compensation And Benefits

This role is structured as a 1099/commission-based position, with an average earning potential of approximately $1,000 per issued client application. Full-time advisors typically enroll at least five clients weekly, with top performers connecting with 15 to 20 clients. Enjoy additional opportunities for overrides, bonuses, and residual income, along with equity incentives and agency contracts from day one.

Employment Type: Full-Time