We are seeking an ambitious, motivated, and highly organized individual to join our growing team. In this role, you will consult virtually with individuals and families who have requested information about our long-term financial and family protection plans. If you are a strong communicator who thinks like an entrepreneur and thrives in a team environment, this role offers comprehensive paid training to set you up for success.

No cold calling is required; you will only interact with warm leads who have initiated contact to request more information about our programs.

Key Responsibilities:

• Follow up promptly with warm leads who have requested information on our protection plans.
• Schedule and conduct virtual consultations via video conference to review client needs.
• Customize and adjust protection plans to fit the specific goals of each family.
• Establish, maintain, and nurture long-term relationships with new and existing clients.
• Conduct annual account reviews and assist clients with claims or policy adjustments.
• Provide attentive customer service and resolve client inquiries efficiently.
• Manage administrative updates and ensure all client documentation is accurate and complete.

Job Requirements:

• Strong verbal and written communication skills with a client-first mindset.
• High level of self-motivation, organization, and a strong entrepreneurial drive.
• Ability to work effectively both independently and as a collaborative team player.
• A quiet, dedicated home office space with a reliable, high-speed internet connection.
• Previous experience in sales, customer success, account management, or hospitality is a plus, but not required.

Benefits & Perks:

• Comprehensive paid training and professional development program.
• Flexible work schedule with a 100% work-from-home environment.
• Comprehensive health benefits package including Medical, Dental, Vision, and Hearing insurance.
• Company stock option program.
• Performance-based bonuses and clear pathways for career advancement.

Compensation:

• Expected First-Year Earnings: $65,000 - $75,000
• This position features a highly competitive performance-based commission pay structure paired with monthly bonuses, allowing top performers to exceed the average first-year range significantly.

Work Location & Eligibility:

• This position is 100% remote.
• Due to state compliance and corporate licensing, candidates must permanently reside in one of the following states to be considered for this opening: NY, NJ, MI, MA, CT, NH, RI, GA, SC, CO, FL, IN, TX, MO, KS, or PA.

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