Job description
The Role
You'll work with individuals who already asked for information about personal coverage and long-term protection. Your job is to guide them through their options, answer questions, and help them feel good about their decisions.
This role is built around real conversations, not pressure or cold outreach. You'll meet with clients virtually, follow a clear process, and focus on education, trust, and consistency.
What You'll Be Doing
- Meet with clients in scheduled virtual appointments
- Explain coverage options that help protect families and long-term financial goals
- Answer questions in a clear, down-to-earth way
- Keep conversations organized and documented
- Stay connected with clients through follow-up and support
- Learn and grow through structured training and mentorship
What Makes This a Great Fit
- You like helping people understand their options
- You communicate clearly and confidently
- You stay organized and follow through
- You're comfortable working independently from home
- Customer-facing or advisory experience helps, but training is provided
What You Get
- Performance-based compensation with incentives
- Training, guided onboarding, and ongoing mentorship
- A fully remote role with flexibility
- Clear opportunities to grow and advance