Demo

Remote Client Advisor

The Jackson Agency
Tyler, TX Remote Full Time
POSTED ON 1/9/2025
AVAILABLE BEFORE 2/8/2025

**Location:** Remote --- 

 

**About Us:** 

At The Jackson Agency, we believe in going the extra mile for our agents because we know that a rising tide raises all ships. We are more than just a company—we are a thriving community of professionals who are passionate about helping others secure their futures through the power of life insurance. Our team is young, motivated, and filled with individuals who possess a gritty, business-like mentality. We are dedicated to creating a supportive environment where everyone can succeed and grow. --- 

 

**Position Overview:** 

We are seeking compassionate, driven, and detail-oriented individuals to join our team as Remote Client Advisor. This role is ideal for someone who genuinely cares about people, has exceptional communication skills, and is committed to upholding the highest standards of integrity. We are particularly interested in candidates who aspire to take on leadership roles within our agency, helping to shape the future of our team while driving collective success. As a member of our team, you will be instrumental in helping clients find life insurance solutions that meet their unique needs, all while working in a supportive, collaborative, and remote environment. --- 

 

**Key Responsibilities:** 

  • **Client Engagement:** 
    • Build and maintain strong relationships with clients to thoroughly understand their life insurance needs and provide tailored solutions. 
  • **Education & Guidance:** 
    • Educate clients on the various types of life insurance policies available, helping them make informed decisions that best protect their loved ones. 
  • **Customer Service Excellence:** 
    • Deliver exceptional customer service throughout the entire sales process, ensuring that clients feel supported and valued. 
  • **Organization & Efficiency:** 
    • Manage multiple client interactions with attention to detail, ensuring that all documentation and follow-ups are handled in a timely manner. 
  • **Team Collaboration:** 
    • Work closely with fellow team members, sharing insights and strategies to contribute to the collective success of the group. 
  • **Ethical Standards:** 
    • Uphold the highest ethical standards in all interactions, demonstrating a commitment to doing the right thing for both clients and colleagues. 
  • **Leadership Development:** 
    • For those interested in leadership roles, contribute to the growth and development of the team by taking on additional responsibilities, mentoring peers, and helping to drive strategic initiatives. --- 
 

**What We're Looking For:** 

  • **Communication Skills:** 
    • Exceptional verbal and written communication skills are essential for building trust and effectively conveying the value of our products. 
  • **Compassion & Care:** 
    • A genuine passion for helping people and making a positive impact in their lives. 
  • **High Morals & Integrity:** 
    • A strong ethical foundation, with a commitment to honesty and doing the right thing in every situation. 
  • **Attention to Detail:** 
    • A meticulous, detail-oriented approach to managing client interactions and documentation. 
  • **Team Player:** 
    • A collaborative spirit, willing to contribute to a supportive team environment where knowledge and success are shared. 
  • **Work Ethic:** 
    • A strong drive to achieve goals, with the discipline and determination to see tasks through to completion. 
  • **Leadership Potential:** 
    • A desire to grow within the company and take on leadership roles, helping to guide and inspire others within the team. --- 
 

**What We Offer:** 

  • **Compensation:** 
    • Competitive commission-based compensation with additional performance incentives. 
  • **Flexibility:** 
    • The ability to work remotely, offering you the freedom to balance your professional and personal life. 
  • **Development:** 
    • Access to ongoing training and development opportunities to enhance your skills and advance your career. 
  • **Leadership Opportunities:** 
    • For those interested in advancing their careers, we offer clear pathways to leadership roles within the agency. 
  • **Supportive Culture:** 
    • A positive, team-oriented work environment where your success is our success. 
  • **Career Growth:** 
    • Opportunities for advancement within our growing agency, recognizing and rewarding your hard work and dedication. --

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