Role OverviewWe are an insurance technology and distribution platform transforming the industry with a paperless, data-driven underwriting process. We have an in-house marketing team generating exclusive client requests for our advisors. Our vision is to 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. You will have access to real-time dashboards for status updates on all applications. 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. Rapid advancement into leadership is available. You will have the freedom and tax benefits of being an independent contractor, with ongoing support and coaching from our team of experts.
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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