Experienced Remote Client Advisor and Sales Support Specialist – Life Insurance and Financial Planning Expert

Introduction to blithequark

At blithequark, we pride ourselves on being a culture-driven company that prioritizes the personal growth and development of our team members. As a leading life insurance agency, we specialize in providing families with comprehensive financial planning strategies, including mortgage protection life insurance, whole life, term life, accidental, critical illness, and more. Our mission is to empower individuals and families to make informed decisions about their financial futures, and we are committed to delivering exceptional service and support to our clients.

About the Role

We are seeking a highly motivated and coachable Client Advisor to join our team as a remote sales support specialist. As a key member of our team, you will be responsible for calling prospects to schedule appointments, preparing quotes with upline and carriers, presenting quotes to clients, and assisting clients with the application process. You will also have the opportunity to consult openly and honestly with mentors and leaders, maintain healthy relationships with clients, carriers, and leaders, and follow applications through to approval.

Key Responsibilities

• Call prospects to schedule appointments and build relationships with potential clients
• Prepare quotes with upline and carriers to provide comprehensive financial solutions to clients
• Present quotes to clients and provide expert guidance on life insurance and financial planning options
• Assist clients with the application process and ensure a seamless experience from start to finish
• Consult openly and honestly with mentors and leaders to continuously improve sales skills and knowledge
• Maintain healthy relationships with clients, carriers, and leaders to build trust and drive business growth
• Follow applications through to approval, working with both the client and the carriers to ensure timely and efficient processing
• Attend daily/weekly conference calls and meetings with mentors to stay up-to-date on industry trends and best practices
• Learn and implement our proven sales system for maximum profitability and success

Qualifications and Requirements

To be successful in this role, you must be coachable and willing to listen to and implement advice given from mentors and leaders. You should have a strong work ethic, a strong moral compass, and a willingness to grow both personally and professionally. A positive attitude and a self-motivated approach to your work are also essential. Additionally, you must be at least 18 years old, currently living and authorized to work in the U.S., and have a State Approved Life Insurance License or be willing to obtain one.

Essential Qualifications

• Coachable and willing to listen to and implement advice given from mentors and leaders
• Strong work ethic and self-motivated approach to work
• Strong moral compass and commitment to doing the right thing
• Willingness to grow both personally and professionally
• Positive attitude and excellent communication skills
• Must be at least 18 years old and currently living and authorized to work in the U.S.
• Must have a State Approved Life Insurance License or be willing to obtain one

Preferred Qualifications

• Previous experience in sales or customer service, preferably in the life insurance industry
• Strong knowledge of life insurance and financial planning products and services
• Proven track record of success in sales or customer service
• Excellent time management and organizational skills
• Ability to work independently and as part of a team

Skills and Competencies

To succeed in this role, you will need to possess excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team. You should be highly organized and able to manage multiple tasks and priorities simultaneously. Additionally, you should be proficient in using technology and software applications to support your work, including CRM systems and other sales tools.

Key Skills and Competencies

• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong organizational and time management skills
• Proficiency in using technology and software applications, including CRM systems and other sales tools
• Ability to build trust and rapport with clients and colleagues
• Strong problem-solving and analytical skills

Career Growth Opportunities and Learning Benefits

At blithequark, we are committed to supporting the career growth and development of our team members. As a Client Advisor, you will have access to comprehensive training and development programs, including mentorship, coaching, and ongoing education and training. You will also have the opportunity to advance your career through self-paced commission raises, promotions, and team growth, and to build a profitable business with unlimited earning potential.

Career Growth Opportunities

• Self-paced commission raises and promotions
• Opportunities for team growth and leadership development
• Comprehensive training and development programs, including mentorship and coaching
• Ongoing education and training to support career growth and development
• Unlimited earning potential and opportunities for financial growth

Work Environment and Company Culture

At blithequark, we pride ourselves on our culture-driven approach to business. We believe in fostering a positive and supportive work environment that encourages collaboration, creativity, and growth. As a remote team member, you will have the flexibility to work from home or wherever you choose, and will be part of a dynamic and motivated team of professionals who are passionate about delivering exceptional service and support to our clients.

Company Culture Highlights

• Culture-driven approach to business
• Positive and supportive work environment
• Flexible and remote work arrangements
• Dynamic and motivated team of professionals
• Opportunities for collaboration, creativity, and growth

Compensation, Perks, and Benefits

As a Client Advisor at blithequark, you will be eligible for a range of compensation, perks, and benefits, including a competitive commission structure, bonuses, and incentives. You will also have access to top-quality technology and resources, including CRM systems and other sales tools, as well as ongoing education and training to support your career growth and development.

Compensation, Perks, and Benefits

• Competitive commission structure
• Bonuses and incentives for sales performance
• Top-quality technology and resources, including CRM systems and other sales tools
• Ongoing education and training to support career growth and development
• Flexible and remote work arrangements
• Opportunities for team growth and leadership development

Conclusion

If you are a motivated and coachable individual who is passionate about delivering exceptional service and support to clients, we encourage you to apply for this exciting opportunity to join our team as a Client Advisor. With unlimited earning potential, comprehensive training and development programs, and a culture-driven approach to business, blithequark is the perfect place to build a successful and rewarding career in the life insurance industry. Apply today to take the first step towards an exciting and fulfilling career with blithequark!