Client Solutions Representative

The Weiner Group; Wisconsin; Remote; USD 85,000 - 145,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Leads provided

Training and support

Bonuses based on production

Job summary

The Weiner Group is seeking motivated individuals to join as Client Solutions Representatives in a remote, flexible setup. You’ll work directly with prospective clients to understand their needs and identify financial protection solutions from multiple carriers.

This role offers 100% performance-based compensation with no base salary. Potential earnings range from $85,000 to $145,000 annually, with opportunities for growth and additional incentives based on production.

Qualifications

• Must have or be willing to obtain life insurance license.
• Experience in sales or customer service is helpful but not required.
• Excellent communication and relationship-building skills.
• Ability to work remotely and manage own schedule.

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

Strong communication

Interpersonal skills

Self-motivated

Goal-oriented

Sales or customer service experience

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.