Client Onboarding & Growth Associate
- Flexible remote work environment that supports work-life balance
- Qualified inbound prospects, focus on meaningful conversations, not cold outreach
- Fast commission processing to support consistent income flow
- Access to professional tools and systems provided by the organization
- Structured mentorship and leadership support for professional development
- Serve as the first point of contact for individuals seeking financial protection solutions
- Guide new clients through a smooth and supportive onboarding experience
- Conduct virtual discovery meetings to understand client needs and financial goals
- Present tailored protection strategies including IUL policies, annuities, and life insurance
- Maintain consistent communication and follow-up to support client growth and satisfaction
- Contribute to personal and team growth targets through disciplined activity and relationship building
- Client-focused mindset with strong integrity and professionalism
- Self-motivated with clear personal and career goals
- Growth-oriented and open to coaching and continuous improvement
- Strong communication skills with confidence in virtual meetings and presentations
- Comfortable building relationships and guiding clients through important financial decisions
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