Client Services Advisor

Financial Services Role

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

We prioritize fast pay, low startup costs, and hands-on training, so you can focus on learning the role and building income from day one.

What You'll Be Doing

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.

Who This Role Fits Best

• 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)

What You'll Gain

• 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

What This Role Is About

We work directly with families to help them:

• Understand their financial risks
• Protect their income and household
• Choose coverage that fits their needs and budget

You'll be trained to guide conversations, present options clearly, and support clients through the application process.

Important Compensation Disclosure

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.

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 depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area.