Client Business Advisor Entry-Level

Job DescriptionJob Description

We are seeking a new Client Advisor to join our rapidly growing business, where you'll receive exceptional mentorship and abundant opportunities for personal and professional growth.

The Northern States Group, serving the region comprising Wisconsin, Minnesota, Iowa, Colorado, Washington, North Dakota, and South Dakota, is a proud partner of Infinity Business Group (IBG). A career with us offers the opportunity to help others, form lifelong friendships, and build a lucrative, successful, and financially independent future for yourself. Join us and make a meaningful impact while achieving your personal and professional goals

About IBG: For almost 20 years Infinity Business Group (IBG) has been a dynamic and rapidly growing insurance brokerage led by CEO Travis Wilson. Our team is composed of ambitious, hard-working individuals dedicated to serving others. Travis is nationally recognized for his leadership, developing some of the most successful agency owners in the country. Visit us online to learn more about our incredible culture: https://www.ibgfhl.com/

MEET OUR LOCAL LEADERS, THE HEARTBEAT OF OUR SUCCESS:

Melissa Gwidt: Market Director for Wisconsin and Minnesota

• Career Journey: Over a decade in HR and Management, focusing on talent recruitment, development, and retention. Found fulfillment in community service through IBG.

• Why IBG: Values supportive work culture, growth opportunities, and family prioritization.

• Personal Passions: Enjoys outdoor activities with her husband Brad and son Cooper on their farm. Also a group fitness instructor.

• Life Philosophy: Encourages fearlessness, self-belief, and taking leaps of faith to positively impact oneself and others.

Tyler Grinder: Market Director for Minneapolis to Des Moines

• Career Journey: Over 10 years with IBG, instilled with a strong work ethic from farm life and being raised by a single mom.

• Why IBG: Appreciates the supportive work culture that balances professional and family life.

• Personal Passions: Loves all sports, motors, and family time. Married to Audrey, an MD, with a young son. Sober for 12 years.

• Life Philosophy: "Most days grinning and all days grinding." Focuses on family, fun, and competition.

Andrea Fayville: Market Director for the Dakotas, Denver, and Seattle

• Career Journey: Former branch manager/ag loan officer and Integrated Solutions Consultant/Manager. Joined IBG after a year-long search for the right career fit.

• Why IBG: Values flexibility, supportive culture, and excellent training.

• Personal Passions: Enjoys hiking, fishing, horseback riding, camping, and skiing with her husband Nick, a design engineer at Caterpillar Inc.

• Life Philosophy: Believes in hard work to benefit family and community, personal growth through challenges, and community service.

Scott Fohrman: Market Director for Minnesota and Wisconsin

• Career Journey: Former dairy farmer who joined IBG after seeing the need for their products. Wife Shannon was in the restaurant industry.

• Why IBG: Inspired by personal experience with his aunt's battle with cancer, valuing the low overhead compared to farming.

• Personal Passions: Enjoys deer hunting and fishing with family. Has three grown sons and four grandkids, spending quality time with them.

Position Overview: Are you seeking a career that transcends the typical 9-to-5 job? At IBG, our Client Advisors thrive in a dynamic environment where they can genuinely impact lives while achieving personal and financial success. As a Client Advisor, you will be pivotal in helping clients navigate their options in supplemental health products, fostering meaningful relationships, and securing a financially independent future.

About The Role:

• Client Support: Deliver expert guidance on a comprehensive range of supplemental health products including specialized plans covering cancer, heart conditions, ICU stays, accidents, and life insurance with a unique Return of Premium feature.

• Community Engagement: Establish and maintain robust relationships with local community leaders and business owners, enhancing IBG's community presence and building trust.

• Business Development: Actively seek out new clients by engaging business owners and their employees, leveraging both individual consultations and group benefits enrollment sessions.

• Technology Utilization: Employ our advanced CRM technology to streamline client management, enhance communication, and maintain detailed organizational systems.

• Lead Generation: Implement our effective referral-based strategy to continuously generate high-quality leads and expand our client base.

• Professional Training: Participate in an extensive training program led by industry veterans, designed to provide a deep understanding of our products, refined sales techniques, and comprehensive company processes.

• Compensation Structure: Benefit from a unique advance pay structure that supports both your transition into the role and your ongoing financial stability.

• Advancement Opportunities: Exceptional performance is recognized with ample leadership opportunities, offering significant career advancement potential.

• This role is designed for those who are not only looking to excel in a lucrative sales position but also to make a meaningful difference in the lives of their clients.

• Work Environment: This position offers a flexible work arrangement that combines remote and on-site interactions, where our advisors meet clients directly at their workplaces. Additionally, comprehensive training and robust support are provided through our regional IBG offices, ensuring our team members are well-equipped and connected, regardless of their location.

Value Proposition:

• Strong Earnings Potential: Our advanced compensation structure allows you to earn what you're worth without limits. The more you achieve, the more you earn, making insurance work one of the highest paid careers in America.

• Lifetime Renewals: Unlike selling a one-time product like a car, insurance advisory offers recurring commissions as long as policyholders continue paying premiums, providing ongoing income opportunities.

• Recognition for Achievement: We value and celebrate your hard work, honoring those who diligently serve middle-income Americans to protect their families, fostering a culture where success is acknowledged and praised.

• Leadership Development: Join our Leadership Academy to learn essential skills and techniques for leading teams and advancing your career, whether you're new to the industry or an experienced professional seeking growth opportunities.

• Stability and Community Impact: We support causes like Harvest for Hunger, Wigs for Kids, and Habitat for Humanity.

• Meaningful Work: Make a difference by protecting families from life's uncertainties with our range of insurance products, including disease-specific coverage, accident, intensive care, and life insurance, providing a sense of fulfillment in your daily work.

Qualifications: We are seeking individuals who embody our core values and possess the following qualifications:

• Full-time availability (required)

• Transportation: Reliable, full time and independent (required)

• Excellent communication skills (required)

• Grit and determination

• Coachability and willingness to learn

• Evidence of past success in one of the following: B2B or B2C sales, business development, business ownership, athletics (strongly preferred)

• Independent drive and self-motivation

• Ownership mentality and accountability

• Ability to simplify complex decisions for clients

• Long-term vision balanced with short-term performance

• Commitment to teamwork and cooperation

• Passion for meaningful work with a positive demeanor

Licensing Requirements: Must have the ability to obtain a life and health insurance license if hired (required).

This is a Hybrid position.

If you're ready to join a team that values personal and professional growth, embraces a culture of success, and rewards hard work, then the Northern States Group of IBG is the place for you Apply now and start your journey towards a fulfilling career with endless opportunities

Company DescriptionThe Northern States Group, serving the region comprising Montana, Wisconsin, Minnesota, Iowa, Colorado, Washington, North Dakota, and South Dakota, is a proud partner of Infinity Business Group (IBG). A career with us offers the opportunity to help others, form lifelong friendships, and build a lucrative, successful, and financially independent future for yourself. Join us and make a meaningful impact while achieving your personal and professional goals

About IBG: For almost 20 years Infinity Business Group (IBG) has been a dynamic and rapidly growing insurance brokerage led by CEO Travis Wilson. Our team is composed of ambitious, hard-working individuals dedicated to serving others. Travis is nationally recognized for his leadership, developing some of the most successful agency owners in the country.Company DescriptionThe Northern States Group, serving the region comprising Montana, Wisconsin, Minnesota, Iowa, Colorado, Washington, North Dakota, and South Dakota, is a proud partner of Infinity Business Group (IBG). A career with us offers the opportunity to help others, form lifelong friendships, and build a lucrative, successful, and financially independent future for yourself. Join us and make a meaningful impact while achieving your personal and professional goals\r
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About IBG: For almost 20 years Infinity Business Group (IBG) has been a dynamic and rapidly growing insurance brokerage led by CEO Travis Wilson. Our team is composed of ambitious, hard-working individuals dedicated to serving others. Travis is nationally recognized for his leadership, developing some of the most successful agency owners in the country.

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