Client Solutions Representative

Marigold Financial Group; Rich Creek (VA); Remote; USD 85,000 - 145,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Leads provided

Bonuses available

Training and support

Job summary

The Weiner Group is looking for self-motivated Client Solutions Representatives to work remotely, helping individuals and families protect their financial futures. You will engage prospects, assess needs, and present suitable life insurance solutions.

You’ll build relationships, guide clients through the application process, and receive training and ongoing support in a flexible schedule environment.

Qualifications

• Excellent communication and relationship-building skills.
• Ability to work remotely on a flexible schedule.
• Life insurance license or willingness to obtain one.
• Self-motivated with a strong work ethic.

Responsibilities

• Speak with prospective clients who have requested information.
• Learn about clients’ needs, goals, and financial priorities.
• Explain life insurance and living benefit options.
• Present solutions based on client needs.
• Build and maintain client relationships.
• Follow up with clients and assist through the application process.
• Maintain records and comply with requirements.

Skills

Strong communication and interpersonal

Self-motivated

Dependable

Goal-oriented

Willing to learn

Education

Life insurance license or willingness to obtain one

Job description

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 support
• Sales 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.