Client Services Advisor

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 inde...