Sandhills Financial Group · 6 hours ago
Client Solutions Advisor - Remote
United States
Full-time
Remote
New Grad, Entry LevelSandhills Financial Group is a rapidly expanding, family-led brokerage focused on helping individuals and families protect what matters most. The Client Solutions Advisor role involves connecting with clients, conducting virtual consultations, and guiding them through financial solutions aligned with their goals.
Insurance
Hiring Manager
Devin Johnson
Responsibilities
Connect with clients who have requested information and guide them through their options
Conduct virtual consultations via Zoom or phone
Maintain consistent communication with clients and internal support teams
Collaborate with peers and leadership to deliver a high-quality client experience
Achieve performance benchmarks that unlock advancement and increased earning potential
Remain compliant with all state insurance and licensing requirements
Participate in weekly virtual trainings and team meetings
Build and maintain a long-term book of business using company-provided and self-generated leads
Help families identify protection and financial solutions aligned with their goals
Qualification
Required
Experience in sales, customer service, or a related field is helpful but not required
Comfortable using technology and virtual communication platforms
Strong communication and organizational skills
Self-motivated, coachable, and driven to achieve goals
Professional and confident presence on Zoom and phone calls
Client-focused with a solution-oriented mindset
Ability to pass a background check
Reliable phone, computer, and internet connection
Active Life & Health Insurance License or willingness to obtain one within 7–10 days (we provide guidance)
Schedule flexibility to meet client availability, including some evenings or weekends
Benefits
Annual incentive trips for top performers, sponsored by the company and carrier partners
Access to discounted life and health insurance options
Fast-track advancement and leadership opportunities for top producers
Company
Sandhills Financial Group
Sandhills Financial Group is a performance-driven insurance brokerage built for high-caliber agents and sales leaders who want to launch fast, scale confidently, and build profitable careers.
Founded in 2020
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase