Remote Admin & Sales Track to Advisor (Entry Level)

Pacific Advisors; San Francisco (CA); Hybrid; USD 28,413 - 40,467; Full time

Benefits offered by this job

Supportive, high-performance team

Strong mentorship

Job summary

A financial services firm in San Francisco is seeking a driven, detail-oriented Entry-Level Client Care Specialist. This role starts with hands-on training in administrative tasks and client education on disability and life insurance. The position offers a flexible work environment, and by Year 2, candidates can advance to a client-facing advisor role with opportunities for commissions and personal growth. A self-starter with strong communication and organizational skills is preferred.

Qualifications

• Must pass background check.
• Willingness to obtain necessary licensing, including Life Insurance exam within a year.
• Self-starter with excellent organizational skills.

Responsibilities

• Manage 20–30 cases and process applications.
• Educate physicians on disability and life insurance.
• Build and maintain a book of business.

Skills

Strong verbal and written communication skills

Organizational skills

Time management

Detail-oriented

Initiative

Job description

A financial services firm in San Francisco is seeking a driven, detail-oriented Entry-Level Client Care Specialist. This role starts with hands-on training in administrative tasks and client education on disability and life insurance. The position offers a flexible work environment, and by Year 2, candidates can advance to a client-facing advisor role with opportunities for commissions and personal growth. A self-starter with strong communication and organizational skills is preferred.