Client Specialist

We are looking for motivated individuals to join our remote sales team. This role is ideal for people who enjoy helping others, want flexible scheduling, and are looking to build a meaningful career in financial services. No prior insurance experience or license is required — we provide full training and guidance to obtain necessary license and become confident in your role.

Key Responsibilities

• Conduct virtual consultations with clients to assess their life insurance and financial protection needs
• Recommend personalized insurance solutions using our network of top-rated carriers
• Guide clients through the application and coverage process, ensuring clarity and understanding
• Provide ongoing support and relationship management for clients
• Maintain accurate records and adhere to regulatory and compliance requirements
• Collaborate with your team and management to meet professional goals

What We Offer

• Comprehensive training and full support during the onboarding process
• Pre-qualified client leads — no cold calling required
• Fully remote position with flexible scheduling
• Mentorship and ongoing professional development
• Competitive, results-based income — many first-year representatives earn $65,000+, with higher potential as you gain experience
• Opportunities for long-term career growth, leadership, and specialization in financial services