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Remote
Full Time
Entry Level

Now Hiring: Client Solutions Advisor – Financial Services (Insurance)

Are you a people person with a knack for building trust and offering smart, personalized guidance? We’re looking for someone who thrives in a client-focused environment, understands the importance of financial security, and enjoys helping others plan for the unexpected.

What You’ll Do:

  • Connect with individuals and families to understand their unique needs and goals

  • Recommend tailored products and services that provide peace of mind and long-term stability

  • Build strong, lasting relationships with clients through exceptional service and follow-up

  • Continuously expand your knowledge of financial protection solutions and market trends

  • Grow your client base through networking, referrals, and outreach

What We’re Looking For:

  • Excellent communication and interpersonal skills

  • A self-starter with a drive to succeed and grow professionally

  • Strong organizational skills and attention to detail

  • Ability to explain complex topics in a simple, relatable way

  • Prior experience in client services, financial advising, or sales is a plus

Perks of the Role:

  • Comprehensive training and ongoing support

  • Flexible schedule and autonomy in your day-to-day

  • Competitive compensation structure with performance incentives

  • Opportunities for advancement and professional development

If you're passionate about helping people prepare for the future and want to be part of a supportive, growth-minded team, we’d love to hear from you!

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