We are a fast-growing financial services organization focused on helping families protect what matters most.
We prioritize fast pay, low startup costs, and hands-on training, so you can focus on learning the role and building income from day one.
What You’ll Be Doing Client Outreach (6–8 hrs/week) Connect with individuals who have already requested information and schedule a time to review their coverage needs.
Preparation & Research (4–5 hrs/week) Review client information and prepare personalized coverage options based on their financial situation.
Client Meetings (2 days/week) Meet with clients virtually or in person (your choice) to walk through options and help them apply for coverage.
Light Admin (2 hrs/week) Follow up on applications and communicate with insurance carriers as needed.
Client Services Advisor • Grand Rapids, MI, US
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