A Sales Advisor helps individuals, families, and businesses make sound financial decisions. This role blends sales, relationship-building, and financial consulting—with an emphasis on insurance, retirement planning, investment strategies, and wealth management. Key Responsibilities Client Relationship Development Build and maintain long-term relationships Network and prospect (referrals, events, LinkedIn, etc.) Conduct needs-based consultations to understand client goals Training & Support Our firm has its own University with a formal development program Mentorship: You’ll often be paired with experienced sales advisors Back-office support: Underwriting, marketing tools, technology Path to specialization: You can focus on working with niche markets: business owners, estate planning, etc. Compensation Structure Commission-based + bonuses + renewals (ongoing income from prior clients) Average first year income: $80,000 - $120,000 Residual income begins in year two for all clients serviced in the prior year, providing ongoing earnings from previously established business. Career Path & Advancement Move into management roles (e.g., Partner, Senior Partner) Specialize in advanced markets, business planning, or wealth strategies Opportunities for designation support (CLU®, ChFC®, CFP®, etc.)
As an Online Chat Representative, you will be the primary point of contact for customers seeking assistance with products or services via live chat. You will provide timely, accurate, and helpful responses to customer inquiries, resolving issues and promoting customer satisfaction. Key Responsibilities: • Respond to Customer Inquiries: Provide timely and accurate responses to customer queries via live chat, addressing concerns and resolving issues efficiently., • Troubleshoot and Resolve Issues: Identify and resolve customer complaints, escalating complex cases to higher-level support when necessary., • Product Knowledge: Provide accurate information about products and services, ensuring customers have a seamless experience., • Documentation: Maintain detailed records of customer interactions and transactions., • Collaboration: Work with internal teams to enhance customer experience and resolve issues. Required Skills: • Excellent Written Communication: Strong written English skills with attention to detail., • Multitasking: Ability to handle multiple chat windows and prioritize tasks effectively., • Problem-Solving: Strong analytical and problem-solving skills to resolve customer issues efficiently., • Technical Skills: Familiarity with chat support software, CRM systems, and basic computer applications., • Customer-Centric Approach: Empathy and patience when dealing with customer concerns. Work Environment: • Remote Work: Many online chat representative positions are remote, requiring a reliable internet connection and a quiet workspace., • Flexible Hours: Some positions offer flexible hours, while others may require working specific shifts, including evenings and weekends. Qualifications: Education: High school diploma or equivalent; some employers may prefer a college degree. Experience: Previous customer service experience, especially in an online or chat environment, is often preferred. Training: On-the-job training is usually provided to familiarize representatives with company-specific products and services. Benefits: • 401(k) Matching., • Health Insurance., • Dental Insurance., • Employee Discount., • Flexible Schedule.