Role OverviewAs a client advisor, you will have access to a technology-driven CRM to connect with clients who have requested a consultation, and you will be accountable for your activity and results. You will be part of a remote team that provides ongoing support and coaching.
What You Will Do
Your main duties and responsibilities will include being accountable for your activity and results, attending live zoom training sessions every week, leading by example, asking for help when you need it, committing to personal growth and development, attending national company events, and demonstrating high moral character with every interaction.
Why It Might Be a Fit
This position is ideal for individuals who are driven, have a vision for their future, and desire to make an impact in the lives of others. You will have the opportunity to rapidly advance into leadership and be part of a team that is transforming the life insurance industry with technology and business systems.
Requirements
- Be accountable for your activity and results
- Attend live zoom training sessions every week
- Lead by example
- Ask for help when you need it
- Commit to personal growth and development
- Attend national company events
- Demonstrate high moral character with every interaction
- Become a student of our business systems and methods
Benefits
- Dental insurance
- Vision insurance
- Ongoing training and support
- Equity incentives
- Agency contract with full ownership of permanent residual income stream
- All-expense-paid incentive travel
- Overrides, bonuses, and residuals
- Incentive travel
- Equity incentives
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