Client Solutions Advisor – Insurance (Remote) jobs in United States
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The Roethlisberger Life Group · 9 hours ago

Client Solutions Advisor – Insurance (Remote)

The Roethlisberger Life Group is a growing insurance agency focused on helping families make informed decisions around life insurance and financial protection. This role involves engaging with clients, assessing their needs, and educating them on available insurance solutions while providing support and mentorship in a flexible, remote environment.

Hiring Manager
Gabby Roethlisberger
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Responsibilities

Speak with clients who have requested information
Conduct phone and video appointments to assess needs
Educate clients on available insurance solutions
Maintain follow-up and client communication
Attend virtual training and development sessions
Track activity and performance using provided systems

Qualification

Insurance licenseSales experienceClient communicationSelf-directedTeam collaboration

Required

Individuals comfortable in performance-based roles
People with experience in commission, sales, real estate, service, or similar environments
Strong communicators who enjoy working with people
Self-directed professionals who value flexibility
Candidates willing to obtain an insurance license (assistance provided)

Benefits

Commission-based compensation tied to performance
Remote work with flexible scheduling
Pre-qualified lead flow
Step-by-step onboarding and training
CRM and virtual sales tools
Supportive team environment with mentorship

Company

The Roethlisberger Life Group

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Welcome! At the Roethlisberger Agency, we strive to help our clients, agents, and staff alike create the greatest legacy for themselves and for their families.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase