Client Services Advisor

Descripción del puesto

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 personal…