About The Job:
We are seeking a driven and client-focused professional to join our growing team as a Client Solutions Agent. In this independent contractor role, you will be trained to deliver high-value financial services solutions to individuals and families. Ideal candidates are entrepreneurial in spirit, value professional development and are passionate about making a meaningful impact. No experience necessary.
You will have the flexibility to work remotely with a requirement to attend in person training three days each week. This hands on sessions provide mentorship, system training and skill development to ensure long-term success in the role. This role is commission-based with growth potential for those who are goal-oriented and committed to long-term success.
Key Responsibilities:
• Develop relationships with clients to identify financial protection needs
• Educate clients on customized solutions that align with their goals
• Maintain a high level of professionalism and compliance
• Participate in regular training and development sessions
• Build and manage a growing book of business
Qualifications:
• Strong interpersonal and communication skills
• Self-motivated with a professional demeanor
• Willing to obtain a state-required life insurance license (assistance provided)
• Previous customer service, sales, or consulting experience is a plus
• Passion for helping others and building long-term client relationships
Compensation & Benefits:
• Commission-based with performance incentives and bonus opportunities
• Access to leadership development and industry training
• Work-from-home flexibility
• Clear path for growth and advancement within the organization
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