Role OverviewWe are an insurance technology and distribution platform transforming the industry with technology and business systems that create a frictionless experience for clients and provide cutting-edge tools to our advisors.
What You Will Do
As a client advisor, you will have access to our technology-driven CRM to connect with clients who have requested a consultation, and you will earn overrides, bonuses, residuals, and all-expense-paid incentive travel.
Why It Might Be a Fit
You will be accountable for your activity and results, and rapid advancement into leadership is available. We will provide the training, coaching, and tools you need to be a part of this great transformation.
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
- Overrides
- Bonuses
- Residuals
- All-expense-paid incentive travel
- Equity incentives
- Agency contract with full ownership of permanent residual income stream
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