Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Solutions Representative

$85k - $145k

The Weiner Group

Job Description

About the Opportunity

\n

\n

Looking for a flexible opportunity where you can work remotely, develop valuable sales and client relationship skills, and help individuals and families protect their financial futures?

\n

\n

We are looking for motivated individuals to join our team as Client Solutions Representatives. You will work directly with prospective clients to understand their needs and help them find financial protection solutions that fit their goals.

\n

\n

This opportunity is within the life insurance and financial services industry, with access to products from more than 25 industry-leading carriers.

\n

\n

What You’ll Do

\n
    \n
  • Speak with prospective clients who have requested information
  • \n
  • Learn about clients’ needs, goals, and financial priorities
  • \n
  • Explain available life insurance and living benefit options
  • \n
  • Present solutions based on each client’s individual needs
  • \n
  • Build and maintain client relationships
  • \n
  • Follow up with prospective and existing clients
  • \n
  • Assist clients through the application process
  • \n
  • Maintain accurate records and follow established compliance requirements
  • \n
\n

\n

What We Provide

\n
    \n
  • Remote work environment
  • \n
  • Flexible full-time or part-time schedule
  • \n
  • Access to qualified leads and marketing resources
  • \n
  • Products from 25+ industry-leading carriers
  • \n
  • Training and ongoing support
  • \n
  • Sales and product training
  • \n
  • Tools and resources to help you succeed
  • \n
\n

\n

What We’re Looking For

\n
    \n
  • Strong communication and interpersonal skills
  • \n
  • Comfortable speaking with people and building relationships
  • \n
  • Self-motivated and dependable
  • \n
  • Goal-oriented and willing to learn
  • \n
  • Sales or customer service experience is helpful but not required
  • \n
  • Life insurance license or willingness to obtain one
  • \n
\n

\n

Compensation:

\n

This is a 1099 independent contractor opportunity with 100% performance-based compensation. There is no base salary or cap on earnings.

\n

\n

Potential earnings for new agents: $85,000–$145,000, based on production.

\n

\n

Additional incentives and bonuses may be available based on production.

\n

\n

Growth Opportunities:

\n

As you gain experience and demonstrate strong performance, additional opportunities may be available in business development, leadership, and sales management.

\n

\n

Our goal is to provide the training, products, tools, and support needed to help you develop professionally while helping individuals and families find financial protection solutions.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Solutions Representative in Exeter, CA vacancy
  • $85k - $145k

     ...opportunity where you can work remotely, develop valuable sales and client relationship skills, and help individuals and families...  ...for motivated individuals to join our team as Client Solutions Representatives. You will work directly with prospective clients to understand... 
    Suggested
    Full time
    Part time
    For contractors
    Remote work
    Flexible hours

    The Weiner Group

    Exeter, CA
    3 days ago
  • $60k - $160k

     ...individuals who enjoy working with people, setting goals, and creating opportunities for themselves. As a Life Insurance Sales & Client Solutions Specialist , you'll meet virtually with prospective clients, understand their needs, and guide them through life insurance... 
    Suggested
    Remote job
    Full time
    Part time
    For contractors

    Reid Agency

    Visalia, CA
    10 days ago
  • $55k - $145k

     ...Expand Relationships. Deliver Real Business Impact. HR Solutions Sales is where relationships turn into long-term value. You'll partner with existing clients to uncover opportunities, elevate conversations, and partner to deliver integrated HR solutions that help businesses... 
    Suggested
    Base plus commission
    Local area
    Flexible hours

    Paychex

    Visalia, CA
    4 days ago
  •  ...Customer Relations Specialist We are looking for a Customer Relations Specialist to support clients with travel planning and booking services. In this role, you will assist clients in exploring travel options, coordinating reservations, and ensuring a smooth and positive... 
    Suggested
    Remote work
    Flexible hours

    Traveling with Tasha

    Visalia, CA
    5 days ago
  • $69k

     ...Description Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This...  ...and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families.   What We Offer... 
    Suggested
    Remote work
    Work from home
    Flexible hours

    HMG Careers

    Exeter, CA
    1 day ago
  •  ...quality finished products and support teammates to ensure customer satisfaction. Responsibilities include greeting customers in Print Solutions, gathering project details, offering suitable print solutions, and assisting with self-service tasks. Training is provided and... 
    Flexible hours

    Staples, Inc.

    Visalia, CA
    1 day ago
  •  ...environment.Responsibilities:Assist the sales team in managing client accounts and maintaining strong customer relationships.Generate...  ...upselling opportunities by identifying customer needs and recommending solutions.Qualifications:Proven experience in customer service or sales,... 

    Mehr Consultancy

    Visalia, CA
    1 day ago
  •  ...will be responsible to: Answer calls in an efficient, courteous and accurate manner, while assessing customer needs and offering solutions; Demonstrate the desire to make customer's travel not only superior but memorable; Quickly identify and own customer issues; Actively... 
    Currently hiring

    Delta Airlines

    Visalia, CA
    1 day ago
  •  ...their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and... 
    For contractors
    Work experience placement
    Afternoon shift

    Sherwin Williams

    Visalia, CA
    2 days ago
  •  ...families over many generations looking after their national and international assets to create strategic and practical solutions to the issues our clients face.The team advise on wills and succession planning, trusts, probate and the administration of estates, tax, tax... 
    Permanent employment
    Full time
    Work at office
    Immediate start

    Ashfords

    Exeter, CA
    4 days ago
  • $4,000 per month

     ...opportunities by offering auto, homeowners, or health insurance solutions. Ensure Accuracy: Maintain accurate records of all...  ...system. Be a Trusted Advisor: Quickly establish rapport with clients and provide expert guidance to help them choose the insurance product... 
    Full time
    Relocation package

    Freeway Insurance Services America

    Visalia, CA
    3 days ago
  • $50k - $110k

     ...opportunities by offering auto, homeowners, or health insurance solutions. Ensure Accuracy: Maintain accurate records of all...  ...system. Be a Trusted Advisor: Quickly establish rapport with clients and provide expert guidance to help them choose the insurance product... 
    Full time
    Immediate start
    Relocation package

    Freeway Insurance Services America LLC

    Visalia, CA
    1 day ago
  • $51.41k - $87.29k

     ...ability to foster relationships, generate enthusiasm for our products, and educate potential customers on renewable energy and storage solutions. This role requires you to proactively schedule appointments and contribute to expanding the Sunrun customer base. Success in this... 
    Hourly pay
    Local area
    Flexible hours
    Afternoon shift

    Sunrun

    Visalia, CA
    4 days ago
  • Dollar Tree Stores in Exeter, CA is hiring a Customer Service Associate to deliver a friendly shopping experience. You will assist customers, ring up transactions, keep shelves stocked, and help unload trucks while upholding safety and store standards. The role emphasizes...

    Dollar Tree Stores

    Exeter, CA
    3 days ago
  • Dollar Tree in Farmersville, CA is seeking a Customer Service Associate to help shoppers and deliver a great store experience. You will assist customers, answer questions, and manage transactions at the register. You will maintain stock, unload merchandise, replenish shelves...

    dollartree

    Farmersville, CA
    5 days ago
  • Dollar Tree Stores in Farmersville is seeking a part-time Customer Service Associate to provide an exceptional shopping experience. You will assist customers, manage sales transactions, and ensure the store is well-stocked and clean. The ideal candidate should have a high...
    Part time

    Dollar Tree Stores

    Farmersville, CA
    3 days ago
  •  ...Specialists help customers bring their project ideas to life by offering a range of product options, providing samples, and recommending solutions—including installation and related services. Sales Specialists listen to customer needs, address concerns, and highlight current... 
    Local area

    Home Depot

    Visalia, CA
    4 days ago
  • $19 - $28.5 per hour

     ...work area. Required Qualifications Strong communication skills with confidence in representing CarMax and its products. Ability to build lasting relationships and create win‑win solutions for customers. Demonstrated integrity, respect, and teamwork in a fast‑paced... 
    Hourly pay
    Full time
    Work at office

    CarMax Business Services

    Visalia, CA
    4 days ago
  • Technical Services Representative Visalia, CA Advancing the Future of Freshness™, Together AgroFresh is a fast-moving, dynamic company dedicated to delivering integrated near- and post-harvest solutions for more freshness and quality, every step of the way from harvest... 
    Work at office
    Local area
    Night shift
    Afternoon shift
    Early shift

    agrofresh

    Visalia, CA
    2 days ago
  • Job Title Job description goes here. If there is no job description, only the job title is provided above. Dollar Express Stores

    Dollar Express Stores

    Farmersville, CA
    1 day ago
  • $23.47 - $38.62 per hour

    Role Overview USPS is accepting applications for PSE Sales & Services/Distribution Associate nationwide. This role ensures the smooth distribution of mail while offering professional customer support. USPS provides training to help you succeed in this role. Position...
    Hourly pay

    Postal Jobs Resource

    Exeter, CA
    more than 2 months ago
  • $23.47 - $38.62 per hour

    Role Overview USPS is accepting applications for City Carrier Assistants nationwide. This role ensures smooth postal operations by delivering mail efficiently. No prior experience is required, as USPS offers comprehensive paid training to set you up for success. ...
    Hourly pay

    Postal Jobs Resource

    Exeter, CA
    more than 2 months ago
  • $23.47 - $38.62 per hour

    Explore a World of Career Opportunities as a Mail Carrier with USPS Role Overview USPS is accepting applications for Rural Carrier Associates nationwide. This role involves delivering and collecting mail while interacting with customers along the route. USPS offers training...
    Hourly pay

    Postal Jobs Resource

    Farmersville, CA
    more than 2 months ago
  • $17.49 - $21.87 per hour

     ...simple equipment under guidance and instruction Problem Solving: Problems encountered will be defined, repetitive, and routine with a solution readily available All nonstandard problems will be referred to supervisor or more experienced incumbent Solutions are obvious or... 
    Hourly pay
    Work at office
    Local area
    Immediate start

    VFC Inc

    Visalia, CA
    3 days ago
  • $16.9 - $17.4 per hour

     ...We work together to solve the hard problems and find the right solution Our commitment to Diversity, Equality & Inclusion, and our...  ...helpful way, calling a member of the Store Leadership when needed. Represents and supports the Company brand at all times. Performs... 
    Work at office
    Local area
    Immediate start
    Shift work

    Ross Stores, Inc.

    Exeter, CA
    4 days ago
  • $23.47 - $38.62 per hour

    Role Overview USPS is accepting applications for Assistant Rural Carriers nationwide. In this role, you deliver and collect packages along designated suburban and rural routes, often using your personal vehicle. The position primarily involves working on weekends and...
    Hourly pay
    Weekend work

    Postal Jobs Resource

    Exeter, CA
    more than 2 months ago
  • $51.41k - $87.29k

     ...ability to foster relationships, generate enthusiasm for our products, and educate potential customers on renewable energy and storage solutions. This role requires you to proactively schedule appointments and contribute to expanding the Sunrun customer base. Success in this... 
    Hourly pay
    Flexible hours
    Afternoon shift

    Sunrun Inc.

    Visalia, CA
    2 days ago
  • $50k - $110k

    Client Service Administrator Entry-Level to Senior | Exeter, CA $50,000-$110,000 base + bonuses | Full-Time | In-Person Preferred, Remote or Hybrid Available Whether you’re building your career in financial services or you’re a seasoned CSA looking for a team that actually... 
    Remote job
    Full time

    Harvest Wealth Group

    Exeter, CA
    5 days ago
  • $19.23 - $26.44 per hour

     ...Accounting, Finance, or Business Administration. Experience with construction accounting software or similar, such as Brix/Hyphen Solutions and Build Pro, for Construction and Real Estate. Knowledge of construction industry payables, billing practices, lien waivers, and... 
    Hourly pay
    Full time
    Contract work
    Work at office
    Local area
    Flexible hours

    A Hiring Company

    Visalia, CA
    4 days ago
  •  ...Competitive salary ROLE DESCRIPTION: As a Customer Care Representative with the Nate Wingert State Farm agency, you will generate...  ...For Strong customer service mindset—calm, confident, and solutions-oriented Excellent communication skills (coaching, feedback... 
    Work at office

    Nate Wingert - State Farm Agent

    Visalia, CA
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Solutions Representative. Be the first to apply!