Client Solutions Representative

Marigold Financial Group; West Boylston (MA); Remote; USD 85,000 - 145,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Qualified leads

Training & support

Sales training

Tools & resources

Job summary

The Weiner Group is seeking motivated Client Solutions Representatives for a remote, flexible position in the life insurance and financial services space. You will work directly with prospective clients to assess needs and propose protection solutions from multiple carriers.

This is a 1099 independent contractor role with 100% performance-based compensation and no base salary. Earnings potential ranges from about $85,000 to $145,000 annually, depending on production.

Qualifications

• Strong communication and interpersonal skills are essential.
• Self-motivation and dependability are required.
• Goal-oriented and willing to learn new skills.
• Sales or customer service experience is helpful but not required.

Responsibilities

• 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.

Skills

Communication

Interpersonal skills

Self-motivation

Dependability

Goal orientation

Willingness to learn

Sales experience

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.