Licensed Client Support Advisor (Remote)
JOB DESCRIPTION:
Life & Financial Services - Education-Focused Role
Position Overview:
We are seeking licensed life insurance professionals, as well as individuals currently in the licensing process, who are interested in a flexible, fully remote role focused on education and client support.
This opportunity is designed for professionals who enjoy structured conversations, helping individuals and families better understand financial-readiness and protection concepts, and working within a supportive, long-term environment rather than high-pressure or transactional sales settings.
Key Responsibilities:
Support educational conversations related to protection and planning concepts • Participate in scheduled client discussions and informational overviews • Help individuals understand options and next steps without pressure • Collaborate with a support team for coordination and follow-up • Maintain professional, compliant communication in a remote setting
Participation Options:
Licensed Path: Participate more directly in client education and case support • In-Progress Path: Engage while completing required licensing with guidance
What Is Provided:
Fully remote structure • Structured onboarding and training • Ongoing professional development and guidance • Clear processes and support systems • Flexible participation levels • Mentorship and peer collaboration
Optional Licensed Agent Training Access:
Licensed professionals may also access optional evening training sessions led by experienced industry professionals. These sessions are education-focused and designed to support skill development, structure, and long-term growth.
Attendance is optional and intended solely for professional development.
Important Clarifications:
No cold calling requirements • No high-pressure sales expectations • No guarantees of income or results • Leaving existing employment is not required.
Job Type: Part-time
Pay: $15,000.00 - $100,000.00 per year
Expected hours: 7.0 – 28.0 per week
Benefits:
401(k)
Flexible schedule
Work from home
Work Location: Remote