This senior-level role involves conducting high-level consultations with clients seeking personalized protection solutions. You will oversee the full advisory process — discovery, education, recommendation, and follow-through. You’ll also evaluate client goals, ensure clarity around solution benefits, maintain accurate records, and deliver consistent support. This position requires the ability to communicate strategically, manage a high-volume pipeline, and uphold strong professional standards.
U.S. citizen
Strong communication and leadership abilities
Experience in consulting, management, or senior client services
Highly organized and self-motivated
Ability to guide clients through complex decisions
Remote role with flexible scheduling
Leadership development opportunities
Uncapped income potential
High-level training and coaching
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