Strategic Planning Consultant

3 days ago


Kansas City, United States The Blue Haven Life Full time

About the Role A consultative position focused on guiding clients through structured planning conversations.ResponsibilitiesConduct virtual strategy callsIdentify client prioritiesPresent tailored recommendationsManage documentation and submissionsRequirementsState license or willingness to obtainBackground checkReliable communication skillsBenefitsMentorship & leadership developmentRemote work setupAccess to top carriers + digital toolsIncentives & bonuses (not guaranteedCompensationCommission only, uncapped based on personal production.



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