Client Solutions Representative

Marigold Financial Group; Florida; A distancia; USD 85.000 - 145.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work environment

Flexible full-time or part-time

Access to qualified leads

Products from 25+ carriers

Training and ongoing support

Descripción de la vacante

Marigold Financial Group is seeking motivated individuals to join as Client Solutions Representatives. This remote, 1099-based role offers uncapped earnings based on performance and access to leads across multiple carriers.

You will assess client needs, explain life insurance options, and guide prospects from information request through application, building lasting relationships while developing financial protection solutions.

Formación

• Excellent communication and interpersonal abilities.
• Ability to build rapport and trust with clients.
• Self-motivated and dependable with a strong work ethic.
• Able to manage multiple prospects and opportunities.
• Willingness to learn and adapt in a remote environment.

Responsabilidades

• Speak with prospective clients who have requested information
• Learn about clients’ needs, goals, and financial priorities
• Explain available life insurance and living benefit options
• Present solutions based on each client’s individual needs
• Build and maintain client relationships
• Follow up with prospective and existing clients
• Assist clients through the application process
• Maintain accurate records and follow established compliance requirements

Conocimientos

Communication skills

Interpersonal skills

Self-motivated

Relationship building

Goal-oriented

Sales or customer service experience

Descripción del empleo

Looking for a flexible opportunity where you can work remotely, develop valuable sales and client relationship skills, and help individuals and families protect their financial futures?

We are looking for motivated individuals to join our team as Client Solutions Representatives. You will work directly with prospective clients to understand their needs and help them find financial protection solutions that fit their goals.

This opportunity is within the life insurance and financial services industry, with access to products from more than 25 industry-leading carriers.

What You’ll Do

• Speak with prospective clients who have requested information
• Learn about clients’ needs, goals, and financial priorities
• Explain available life insurance and living benefit options
• Present solutions based on each client’s individual needs
• Build and maintain client relationships
• Follow up with prospective and existing clients
• Assist clients through the application process
• Maintain accurate records and follow established compliance requirements

What We Provide

• Remote work environment
• Flexible full-time or part-time schedule
• Access to qualified leads and marketing resources
• Products from 25+ industry-leading carriers
• Training and ongoing supportSales and product training
• Tools and resources to help you succeed

What We’re Looking For

• Strong communication and interpersonal skills
• Comfortable speaking with people and building relationships
• Self-motivated and dependable
• Goal-oriented and willing to learn
• Sales or customer service experience is helpful but not required
• Life insurance license or willingness to obtain one

Compensation:

This is a 1099 independent contractor opportunity with 100% performance-based compensation. There is no base salary or cap on earnings.

Potential earnings for new agents: $85,000–$145,000, based on production.

Additional incentives and bonuses may be available based on production.

As you gain experience and demonstrate strong performance, additional opportunities may be available in business development, leadership, and sales management.

Our goal is to provide the training, products, tools, and support needed to help you develop professionally while helping individuals and families find financial protection solutions.