Work From Home Client Advisor - Entry Level
The families who end up on your calendar are usually trying to do something thoughtful —
leave their kids in better shape than they were, make sure their spouse is okay if something
happens, plan a retirement that actually works. They don't need pressure. They need
someone who'll take the time.
If that's the kind of work you want to do, this role is built for it. Fully remote, full training,
warm leads only.
What You'll Do
• Talk with families who reached out for information
• Ask real questions and listen more than you talk
• Walk people through retirement and protection options in plain language
• Help them apply when they're ready
• Follow up with people who need time without pressuring them
• Keep your notes organized so every conversation builds on the last
What's Included
• Structured training that actually prepares you
• Mentors who want you to succeed and have time to help
• Leads provided from company marketing
• Remote flexibility that respects your life outside work
• A real team environment even though everyone's remote
Who Tends to Fit
• People leaving hourly work, retail, or food service
• Parents who need to work from home without sacrificing income
• Career-changers in their 30s, 40s, 50s, or beyond
• Recent grads who want the work to matter
• People returning to work after time away
The Honest Version
Some days are great — good conversations, families decide to move forward, you feel like
you actually helped. Other days people cancel or aren't ready. That's the work. The people
who succeed are the ones who stay steady through both.
What You Bring
A quiet space, reliable internet, a laptop, and a phone. People skills. Willingness to be
coached. Full-time availability.
Compensation
Most new hires earn $55,000–$75,000 their first year. Year two grows as your client base
matures and renewal income begins.
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance
Work Location: Remote
Apply tot his job
Apply To this Job
leave their kids in better shape than they were, make sure their spouse is okay if something
happens, plan a retirement that actually works. They don't need pressure. They need
someone who'll take the time.
If that's the kind of work you want to do, this role is built for it. Fully remote, full training,
warm leads only.
What You'll Do
• Talk with families who reached out for information
• Ask real questions and listen more than you talk
• Walk people through retirement and protection options in plain language
• Help them apply when they're ready
• Follow up with people who need time without pressuring them
• Keep your notes organized so every conversation builds on the last
What's Included
• Structured training that actually prepares you
• Mentors who want you to succeed and have time to help
• Leads provided from company marketing
• Remote flexibility that respects your life outside work
• A real team environment even though everyone's remote
Who Tends to Fit
• People leaving hourly work, retail, or food service
• Parents who need to work from home without sacrificing income
• Career-changers in their 30s, 40s, 50s, or beyond
• Recent grads who want the work to matter
• People returning to work after time away
The Honest Version
Some days are great — good conversations, families decide to move forward, you feel like
you actually helped. Other days people cancel or aren't ready. That's the work. The people
who succeed are the ones who stay steady through both.
What You Bring
A quiet space, reliable internet, a laptop, and a phone. People skills. Willingness to be
coached. Full-time availability.
Compensation
Most new hires earn $55,000–$75,000 their first year. Year two grows as your client base
matures and renewal income begins.
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance
Work Location: Remote
Apply tot his job
Apply To this Job