The Locklear Agency · 1 day ago
Client Advisor - REMOTE
The Locklear Agency is an organization built on vision, integrity, and a commitment to serving families at the highest level. As a Client Advisor, you’ll meet with individuals and families virtually to help them understand their options and guide them toward coverage that supports long-term security and protection.
Responsibilities
Work with warm inbound leads and prior client inquiries
Conduct virtual client meetings via phone or Zoom
Learn and follow proven systems and scripts
Maintain professional, clear communication
Collaborate with your team to ensure a consistent client experience
Participate in weekly virtual training and development
Build and maintain long-term client relationships
Meet performance benchmarks to unlock advancement opportunities
Qualification
Required
Flexible availability (some evenings or weekends)
Reliable smartphone, computer, and internet access
Ability to pass a background check
Ability to complete contracting requirements
Active Life & Health Insurance License or willingness to obtain one
Preferred
Individuals with experience in sales, customer service, or client-facing roles
Benefits
Remote-friendly work with flexible scheduling
Performance-based commissions and bonuses
Clear leadership and advancement pathways
Annual company trips and incentives for qualifying producers
Discounted personal insurance options
Supportive, team-oriented culture focused on service and professionalism
Unlimited earning potential —your growth determines your income
Company
The Locklear Agency
🔹 The Locklear Agency Founded by Gino & Danielle Locklear, The Locklear Agency is one of the fastest-growing organizations in the life insurance and financial services industry.
Funding
Current Stage
Growth StageCompany data provided by crunchbase