Remote Client Solutions Advisor — Lead & Grow Your Agency

Zamarin & Co; United States; Remote; USD 60,000 - 110,000; Full time

Benefits offered by this job

Comprehensive onboarding and continuous training

Health, vision, and dental insurance options

Access to a wide range of highly rated carriers and solutions

Job summary

A financial advisory firm is seeking a Client Solutions Advisor to work with families in a flexible, remote role. Candidates should possess strong communication skills and integrity. Responsibilities include guiding clients through protection strategies and application processes. The firm offers comprehensive training, mentorship, and a supportive culture, along with performance-based compensation and a clear leadership track for growth.

Qualifications

• Ability to work independently while contributing to a collaborative culture.
• Willingness to obtain a Life & Health Insurance License with support.
• Flexible schedule (full-time or part-time) with performance-based compensation.

Responsibilities

• Connect with families through phone and video appointments.
• Educate clients on protection options and help them make confident decisions.
• Guide clients through the application process from start to finish.

Skills

Strong communication and listening skills

High level of integrity and professionalism

Self-motivated

Education

Life & Health Insurance License

Job description

A financial advisory firm is seeking a Client Solutions Advisor to work with families in a flexible, remote role. Candidates should possess strong communication skills and integrity. Responsibilities include guiding clients through protection strategies and application processes. The firm offers comprehensive training, mentorship, and a supportive culture, along with performance-based compensation and a clear leadership track for growth.