Role OverviewWe are an insurance technology and distribution platform transforming the industry with a paperless, data-driven underwriting process. Our in-house marketing team generates exclusive client requests for 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, automate virtual appointments, and help them apply for the best plan for their needs.
Why It Might Be a Fit
You will earn overrides, bonuses, residuals, and all-expense-paid incentive travel, with the potential for equity incentives and an agency contract giving you full ownership of your permanent residual income stream.
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
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