Remote Client Advisor
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About UsBoatman Agency is a nationwide insurance brokerage focused on helping families make informed coverage decisions. We provide structured onboarding, mentorship, qualified lead opportunities, and proven systems so advisors can focus on serving clients.We are looking for motivated professionals who enjoy helping people, learning new skills, and working in a growth-oriented environment. Advisors receive training, coaching, systems, and support to help them build confidence and serve clients effectively.ResponsibilitiesDevelop a working knowledge of our products, carriers, systems, and client processContact prospective clients who have requested additional informationSchedule and complete client meetings by phone or videoAsk questions to understand each client’s situation and coverage goalsReview available insurance options and answer client questionsHelp create a smooth handoff between clients, advisors, and internal teamsUpdate CRM records with notes, appointments, and follow-up stepsParticipate in ongoing training and team development callsFollow licensing, compliance, and agency proceduresQualificationsPrevious experience in sales, customer service, hospitality, or account management is helpfulStrong communication and relationship-building abilityComfortable using virtual meeting tools and CRM platformsAble to manage time, follow up, and stay organizedPositive attitude, coachable mindset, and strong work ethicMust meet background and licensing requirementsActive Life & Health license preferred, or willingness to become licensedBenefitsFlexible scheduleContinued training and professional developmentMonthly performance bonus and incentive opportunitiesDiscounted health and life insurance optionsAgency recognition, contests, and team eventsApply today to learn more about joining Boatman Agency.