Client Advisor - Insurance

The Fine Group is seeking Client Advisors to help individuals evaluate insurance coverage options. Advisors meet with clients virtually, answer questions, and guide them through available solutions.

This position is ideal for professionals who enjoy helping people and building long-term client relationships.

Responsibilities

• Meet with prospective clients who have requested information
• Conduct virtual consultations and explain coverage options
• Provide excellent client service throughout the process
• Maintain communication and follow-up with clients
• Document client interactions in CRM systems
• Participate in training and development meetings

Qualifications

• Sales, finance, or customer service experience preferred
• Strong listening and communication skills
• Comfortable presenting information virtually
• Organized and detail-oriented
• Life & Health license or willingness to obtain

Benefits

• Flexible scheduling options
• Performance-based incentives
• Discounted insurance options
• Training and development opportunities

Apply today to start building your career with The Fine Group.

No agent’s 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 be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its affiliated companies under common control and their insurance agents via text & live, automated, A.I., or prerecorded calls, including for marketing or recruiting purposes. Consent not a condition of purchase.