Coverage Decision Advisor

Overview

A typical day is a series of scheduled consultations with clients who asked for help making sense of their coverage and their retirement planning. In each one you review what is already in place, explain what could be improved, recommend a single option, and complete the application with them before the conversation ends. The advisory part and the sales part are the same conversation.

This is a full-time position where you set your own hours, with the understanding that consultations are booked when clients are available, so advisors tend to settle into consistent weekdays and some early evenings. You are a W2 employee with benefits, and the role is paid on performance, with stronger months reflected directly in your compensation.

What You'll Do

• Open with questions rather than a presentation
• Identify the gap between what the client has and needs
• Make a recommendation and ask the client to decide
• Complete the application during the consultation itself
• Follow the case to approval and close the loop with the client
• Review your results weekly and adjust what is not working

What We're Looking For

• Health and Life license obtained, or willingness to obtain one with licensing assistance
• Full-time availability, with your hours built around client scheduling windows
• Documented authorization to work in the United States
• Professionals who have carried targets before ramp quickly in this role
• Straightforward communication that earns trust in a single conversation
• The follow-through to finish what a consultation starts

What's Offered

• Leads and scheduled consultations provided by the company
• Full training provided, with mentorship from producing advisors
• Licensing assistance along the way until your license is issued
• A W2 position with benefits and performance-based compensation
• Advanced advisor roles for those who produce month after month
• A support team that keeps paperwork from slowing you down

Pay: $63,000.00 - $88,000.00 per year

Benefits:

• Flexible schedule
• Professional development assistance

Work Location: Remote