Remote Client Advisor

Job Summary

Remote Client Advisor is a full-time, entry-level position that involves connecting with clients to guide them through insurance options and build lasting relationships.

Key Responsibilities

• Connect with individuals, families, and business owners who have requested information
• Guide clients through their options and assist in making confident decisions
• Manage follow-ups and daily activities using phone, CRM, and virtual tools

Required Qualifications, Training, and Education

• Must reside in one of the approved states
• Self-starter with the ability to work independently
• Competitive nature with a focus on achieving goals
• Strong interpersonal skills for building client relationships
• Desire for long-term growth and advancement opportunities