Senior Client Solutions Advisor

Job Description

Job Description

If you’re confident on the phone and comfortable leading conversations, this role aligns well. The process is already built—you focus on execution. High performers are rewarded accordingly.

For over 15 years, we’ve helped entrepreneurial people create successful businesses helping families make smarter financial decisions. We teach you a proven system, provide world-class mentorship, and give you the tools to succeed. You bring the drive and discipline to make it happen.

What You’ll Do

Work remotely, on your own schedule, helping families protect what matters most.

Use our proven process to recommend solutions that fit their needs and budget.

Show families how to eliminate debt, protect income, and secure their future—often without increasing their monthly expenses.

This isn’t about selling “policies”—it’s about solving problems, building trust, and earning income by providing real value.

What You Get

True Business Ownership : You’re in control of your schedule, income, and growth.

Mentorship That Works : Learn directly from industry leaders who’ve built 6- and 7-figure businesses themselves.

Proven Systems & Tools : You’ll never have to reinvent the wheel.

Scalable Income : No cap on earnings. Bonuses and incentive trips for top performance.

Flexibility : Part-time or full-time—your choice.

Group health, dental, and vision benefits available.

You’ll never be micromanaged, but you won’t be alone.

What We Look For

Entrepreneurial Mindset : You take ownership of your work and results.

Coachable Attitude : You’re open to learning and applying what works.

Work Ethic : You stay consistent and follow through.

We don’t care where you come from—we care where you’re headed. If you lead by example, stay focused, and treat this like the business it is, you can build something that lasts.

If you’re ready to build a business that reflects your values, supports your lifestyle, and grows with your effort—let’s talk.

No pressure. No gimmicks. Just a conversation to see if this is the right fit for you.

Requirements

• 18+ and authorized to work in the U.S.
• 100% Commission 1099
• Able to pass a background check and complete licensing (we’ll guide you through it).
• Prior experience in sales, customer service, leadership is required.
• Comfortable working remotely and independently.

Benefits