Client Advisor
3 days ago
We are a dynamic and growing insurance organization that prioritizes agent success and customer satisfaction. Our mission is to provide personalized protection and savings solutions to individuals and families.
Job SummaryWe are seeking a skilled Client Advisor to join our team. As a Client Advisor, you will be responsible for scheduling appointments, researching client needs, meeting with families, and facilitating administrative tasks. If you are a coachable, challenge-seeking, and self-disciplined individual with a growth mindset, we encourage you to apply.
Key Responsibilities- Scheduling Appointments: Reach out to potential clients and schedule meetings to discuss mortgage protection coverage.
- Research and Analysis: Gather information from clients to customize protection options that meet their financial needs.
- Client Meetings: Present protection options, discuss details, and help clients apply for coverage.
- Administrative Tasks: Follow up with insurance carriers to facilitate client applications.
- Unparalleled Benefits: We prioritize our agents' success and well-being.
- Competitive Commission Structure: Earn uncapped commissions on mortgage protection products.
- Incentive Trips: Qualify for trips based on individual and team results.
We are looking for individuals with a growth mindset, a strong work ethic, and excellent communication skills. If you are passionate about helping others and building a successful career, we encourage you to apply.
Commissions as a New Agent: This position is a commission-only based sales position. The average commission on a mortgage protection product is approximately $600 per family you protect. Our expectation is that a full-time agent will sell 5 to 10 mortgage protection plans per week. In addition to mortgage protection, we also have a selection of premium financial products to help people save for retirement or protect their current retirement accounts (e.g. 401k's and IRA's) from losing money in the stock market. We have extensive training on how these products work and how to sell them. In addition to uncapped commission, we have a competitive bonus structure program along with incentive trips agents/managers can qualify for based on their individual and team results.
***No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.
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