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Role Description

As a Remote Client Representative, you’ll guide families through virtual consultations, offering tailored financial solutions. With full training, mentorship, and cutting-edge technology, you’ll have everything you need to succeed—without leaving home.

• Conduct virtual consultations to assess client needs and provide financial solutions.
• Build lasting relationships by checking in with clients and ensuring ongoing coverage.
• Complete administrative tasks such as scheduling, note-taking, and maintaining client records.

Qualifications

• Passionate about helping others.
• Competitive and driven to succeed.
• Dependable, trustworthy, and hardworking.
• Adaptable, flexible, and eager to learn.

Requirements

• No Cold Calling: Focus on warm leads from 30,000+ groups nationwide.
• Qualified Leads: Receive leads at no cost—no prospecting required.
• Incentives & Rewards: Conventions, incentive trips, production awards, and performance-based advancement.
• Weekly Pay & Bonuses: Earn consistent weekly income plus performance-based bonuses.
• Lifetime Renewals: Continue to earn ongoing revenue from client relationships.

Benefits

• Health insurance, life insurance, and more.
• Union-Backed Contract: Stability and protection for all team members.
• Mentorship & Training: Full training and ongoing support to help you grow.
• Industry-Leading Tools: Access technology and resources to maximize performance.
• Work From Home: Conduct web-based presentations and manage your schedule from anywhere.