Client Consultant - Remote

Fine Agency; United States; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Monthly performance-based incentives

Discounted health and life insurance

Recognition programs and team events

Job summary

Fine Agency is an insurance brokerage focused on helping clients evaluate coverage options and make informed financial decisions. Advisors use structured training, established systems, and qualified leads to focus on guiding clients and delivering excellent service.

Join a team that conducts client consultations via phone and Zoom, explains coverage options, and maintains rigorous licensing and compliance. Expect ongoing training, performance incentives, and opportunities to grow within a

Qualifications

• Sales or customer service experience preferred.
• Strong communication and relationship-building skills.
• Comfortable using virtual meeting platforms and CRM software.
• Ability to stay organized and manage multiple client conversations.
• Willingness to work flexible hours when needed.
• Ability to pass a background check and complete licensing requirements.
• Life & Health license (or willingness to obtain with support).
• Ongoing training and professional development.

Responsibilities

• Learn company products, systems, and sales processes.
• Follow up with prospective clients who have requested information.
• Conduct client consultations via phone and Zoom.
• Explain available coverage options and answer questions.
• Maintain communication between internal teams and clients.
• Document activity and maintain records within CRM systems.
• Participate in weekly team meetings and training.
• Maintain licensing and compliance requirements.

Skills

Sales experience

Customer service

Communication

Relationship-building

Time management

Tools

CRM software

Zoom

Video conferencing

Job description

The Fine Agency is an insurance brokerage focused on helping clients evaluate coverage options and make informed financial decisions. Our team uses structured training, established systems, and qualified lead opportunities so advisors can focus on guiding clients and providing excellent service.

Responsibilities

• Learn company products, systems, and sales processes
• Follow up with prospective clients who have requested information
• Conduct client consultations via phone and Zoom
• Explain available coverage options and answer questions
• Maintain communication between internal teams and clients
• Document activity and maintain records within CRM systems
• Participate in weekly team meetings and training
• Maintain licensing and compliance requirements

Qualifications

• Sales or customer service experience preferred
• Strong communication and relationship-building skills
• Comfortable using virtual meeting platforms and CRM software
• Ability to stay organized and manage multiple client conversations
• Willingness to work flexible hours when needed
• Ability to pass a background check and complete licensing requirements
• Life & Health license (or willingness to obtain with support)
• Ongoing training and professional development
• Monthly performance-based incentives
• Discounted health and life insurance options
• Recognition programs and team events