Client Advisor

Crafting Brighter Futures for Businesses & Families across the US

At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client.

Role Overview:

As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment.

Primary Responsibilities:

• Engage with clients to understand their financial goals and concerns.
• Present tailored solutions to safeguard their assets effectively.
• Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
• Foster relationships and ensure our clients always have someone they can turn to.

Why Work With Us?

• Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours.
• Unlimited Earning Potential: Your dedication determines your earnings*.
• Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently!
• Grow with Us: Dive into continuous learning and development opportunities.

Application Process:

1. Submit Your Application: No stringent qualifications needed. We believe in potential.
2. Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day.
3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions.

FAQs:

• When will I hear back after applying? Typically, within 24 hours.
• Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation.
• What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization.

* This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance.

State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.