Remote Client Advisor – Life Insurance and Income Protection

Job Description

Remote Client Advisor | The Monteith Group

The Tone:
This is a flexible, remote career opportunity with The Monteith Group. The company empowers individuals to help families secure their financial future. This role makes a direct impact by connecting with clients virtually to provide essential life insurance and income protection solutions.

The TL;DR
• Role: Early Career
• Location: Remote, United States
• Pay: $80000–$210000 yearly
• Mission: This person helps clients protect their families through life insurance and income protection solutions.

What You’ll Actually Do
• Client Meetings: Meet with clients through scheduled virtual appointments.
• Needs Assessment: Understand each client’s needs and recommend appropriate solutions.
• Relationship Management: Build lasting relationships through education and service.
• Skill Development: Participate in ongoing coaching and professional development.

The Must-Haves
• Background: Insurance license (or willingness to obtain one). Career level: Entry-Level.
• Experience: Comfortable working independently in a remote environment.
• Skills: Strong communication and people skills, self-motivated, and coachable.