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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Remote Sales • Daly City, CA, US
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